BITCOIN OG OLDCAT: AT LEAST 2-3 YEARS LEFT FOR A.I
On 27 July, at the Money Front 2026 New Capital Chile Summit, Bitcoin OG’s old cat gave a speech in which he stated that he was very certain that the world’s largest macro over the past decade or so was the one in which Governments were constantly overstretched, while bitcoin, as a countervailing tool of overstretch, was the strongest trend. Such a powerful trend has allowed itself to flout all other fundamentals and other assets. By the end of the year, however, the narrative that brought the greatest value to Bitcoin had suddenly become bleak. Bitcoin's narrative was like a 100-watt light bulb in the dark world, but in the last two years, suddenly, a 1,000-watt big light came out of it, named AI. Bitcoin's resources continue to flow to AI. AI became the biggest narrative and AI the largest macro. Having learned this reality, we began to think about how to get involved in this narrative. However, it is premised on the need to judge how long this new narrative will last. My judgment is that there is at least two to three years left for AI's narrative, and AI itself is an engine of global economic growth for the next 10 years。
