Why $700 Billion in AI CapEx Could Be the Next Debt Bubble: Bits + Bips

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The Mag 7 have committed over $700 billion to AI infrastructure, but the companies building the models may never capture the value. 🔥 EPISODE LINK 🔥 👉https://unchainedcrypto.com/bits-bips/bits-bips-is-ai-capex-a-bubble-and-is-inflation-already-dead 👈 ======================================================================= Thank you to our sponsors: 👉 Adaptive Security - http://adaptivesecurity.com/ 👉 Fuse: The Energy Network - http://fuseenergy.com/energy-network ======================================================================= The BLS just quietly revised away 862,000 jobs, and real-time inflation trackers now peg price growth below 1%, less than half of what official figures report. If the Fed is steering monetary policy with stale data, investors need to ask what else the models are getting wrong. At the same time, the Mag 7 have committed more than $700 billion to AI infrastructure, with Anthropic alone projecting $1 trillion in revenue within five years. Is that conviction or the early stages of a debt cycle nobody is pricing? And then there is the institutional side of crypto: BlackRock's BUIDL fund just landed on Uniswap with $2.4 billion in assets, Apollo acquired $90 million in Morpho tokens, and AI agents are already settling micropayments in stablecoins. Austin Campbell, Ram Ahluwalia, and Christopher Perkins sit down with Truflation’s CEO Stefan Rust to ask whether the numbers we trust are telling us the truth. ======================================================================= Hosts: ⭐️ Ram Ahluwalia, CFA, CEO and Founder of Lumida ⭐️ Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting ⭐️ Christopher Perkins, Managing Partner and President of CoinFund Guest: ⭐️ Stefan Rust, Founder and CEO of Truflation https://x.com/therealsrust Timestamps: 🎙️ 0:42 Intro and ads 📊 4:34 Why BLS inflation data may be lying to you 🔥 10:08 How 400,000 ghost jobs expose broken govt data ⚡ 20:49 Why falling inflation is a narrative violation 🤖 32:48 Whether $700B in AI CapEx is a historic bubble 💰 45:37 Why AI spending echoes the worst of 2008 🏦 59:14 How BlackRock and Apollo are going all-in on DeFi 📉 1:03:40 What could break this market wide open #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! CHECK OUT THE CRYPTOPIANS → https://www.youtube.com/watch?v=DFzunCFXrv4 WEBSITE → https://unchainedcrypto.com UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.beehiiv.com/subscribe/ LAURA'S TWITTER → https://x.com/laurashin UNCHAINED TWITTER → https://x.com/unchained_pod FACEBOOK → https://www.facebook.com/unchainedwithlaurashin INSTAGRAM → https://www.instagram.com/laurashin/?hl=en LINKEDIN → https://www.linkedin.com/in/laurashin/ MERCHANDISE → https://unchainedpodcast.company.site/ ++++++++++++++++++++++++++++++++++++++++++++++++ NEW EPISODES: Apple Podcasts → https://podcasts.apple.com/us/podcast/unchained/id1123922160 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!