Simply Bitcoin Did the AI Bubble Just Burst?! What’s Next for Bitcoin? | Simply Originals
Nov 6, 2025
Markets are in turmoil while AI hype is crumbling. Rustin examines OpenAI's staggering $1.25 trillion compute bet and the fallout from SoftBank's losses. A liquidity crisis emerges, putting pressure on Bitcoin and raising concerns similar to the 2008 financial meltdown. Retail sentiment in crypto hits lows, but institutional interest remains strong. Expectations point to Bitcoin reaching $150,000 by year-end, fueled by banking adoption as a crucial step for scaling. Buckle up for insights into the future of money and technology.
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OpenAI's Mammoth Compute Bet
- OpenAI committed to an immense compute bet that sounds unsustainably large relative to revenue.
- That forward bet shifts systemic risk onto capital markets and hyperscaler providers.
Leverage Amplifies The AI Shock
- Oracle and other vendors look levered to the hilt supporting the AI buildout, raising default and liquidity concerns.
- Those leverage metrics amplify market contagion when the AI trade re-prices.
Michael Burry's Contrarian AI Bet
- Michael Burry loaded up on NVIDIA and Palantir puts, betting against the AI hype.
- That trade highlights contrarian bets forming amid prevailing AI euphoria.