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The AI Boom Just Broke the Global Supply Chain
Bitcoin Brief

The AI Boom Just Broke the Global Supply Chain

The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.

by Marty Bent
Jordi Visser: Bitcoin's Silent IPO Moment
Podcasts

Jordi Visser: Bitcoin's Silent IPO Moment

Jordi Visser joins the show to explain why Bitcoin's price consolidation is a silent IPO, not a stalling bull run: OGs distributing into institutional and global demand, AI replacing QE, and the energy transmission problem nobody is pricing in.

by Marty Bent

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The AI Boom Just Broke the Global Supply Chain
Bitcoin Brief

The AI Boom Just Broke the Global Supply Chain

The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.

Feb 18, 2026
by Marty Bent
Jordi Visser: Bitcoin's Silent IPO Moment
Podcasts

Jordi Visser: Bitcoin's Silent IPO Moment

Jordi Visser joins the show to explain why Bitcoin's price consolidation is a silent IPO, not a stalling bull run: OGs distributing into institutional and global demand, AI replacing QE, and the energy transmission problem nobody is pricing in.

Nov 18, 2025
by Marty Bent
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