Un Podcast Sobre Bitcoin

Cómo la IA hundió bitcoin y será su salvación

Jan 15, 2026
Exploring the intersection of AI and Bitcoin, the discussion reveals how AI investments have shifted capital away from Bitcoin, only to return during a predicted brief fusion period. The idea that AI's growth could devalue firms while Bitcoin remains a unique scarce asset is compelling. A viral AI demo showcasing machine-self-creation highlights rapid technological advancements. Amid government currency devaluations and AI losses, Bitcoin is positioned as a potential financial haven. This dynamic interplay creates intriguing prospects for the future.
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INSIGHT

Growth Without Employment

  • AI may enable economic growth without rising employment, creating contradictory macro data.
  • Alberto Mera frames this as a new era where productivity and corporate margins rise while consumer confidence and jobs lag.
INSIGHT

Three AI Futures From The Fed

  • The Fed outlines three AI futures: continuist, benign (explosive growth), and terminator (collapse).
  • Jordi Wieser and Alberto Mera suggest we may be near an inflection point in a fusion phase between current systems and massive AI adoption.
ANECDOTE

The Bitcoin OPA Story

  • Jordi Wieser published a thesis called 'the Bitcoin OPA' explaining heavy selling by early Bitcoin holders.
  • He argues OGs sell because ETFs and liquidity finally allow large sales without crashing the price.
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