TFTC: A Bitcoin Podcast Ten31 Timestamp: The Fundamental Haven't Changed
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Feb 9, 2026 Conversation about extreme fear-and-greed readings and why price swings can mask fundamentals. Exploration of AI agents using Lightning wallets and signing into websites as internet-native money. Discussion of $600B+ hyperscaler CapEx creating long-term Bitcoin demand. Examination of hash rate dips, difficulty adjustments, and why Bitcoin is not yet a reflexive hedge.
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Re-Evaluate Your Thesis During Drawdowns
- Re-evaluate your thesis when price volatility punches you in the mouth.
- Don't make rash decisions; focus on the underlying fundamentals of what you own.
Agent Spins Up Lightning Wallets
- John had his agent spin up a PhoenixD Lightning server and authenticate to sites via LNURL-auth.
- The agent opened channels and sent Bitcoin, showing agents can use Bitcoin as native internet money.
AI Hyperscaler CapEx Is A Massive Tailwind
- Hyperscaler CapEx for AI data centers is exploding above $600B this year, creating large demand for computation and infrastructure.
- That spending trend is a multi-year tailwind that increases the value of internet-native money like Bitcoin.