Milk Road Macro cover image

“Heads I Win, Tails You Lose”: Why Bitcoin Wins No Matter What Happens Next w/ David Brickell

Milk Road Macro

00:00

AI capex, duration risk, and Bitcoin correlation

David links hyperscaler capex to longer-duration equity risk and explains how Bitcoin gets caught in that rotation.

Play episode from 26:49
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app