TL;DR
Nic and Jordi Visser dive into why Bitcoin is shaping up as the “purest AI trade” out there—think massive fiscal stimulus, record liquidity, big institutions piling in, and a retail crowd that’s just getting started. Traditional finance still undervalues BTC, but with AI-driven adoption and on-chain analytics, we could be staring at a seven-figure market cap on a per-coin basis (aka, $100K+).
They also unpack the end of the distribution phase, the surge in retail energy, and how fiscal dominance (expanded balance sheets) fuels Bitcoin’s rocket. Plus, case studies like MicroStrategy and DAT companies spotlight how corporate treasuries are doubling down—and why 2026 might just be the year BTC finally breaks free.
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