AI is changing productivity, inflation, and also monetary policy 🤖📉 On @bitsandbips, @CampbellJAustin, @ramahluwalia & @perkinscr97 are joined by @DivesTech to unpack: ⚡ AI’s energy bottleneck 🏦 Pressure on the Fed ₿ Why Bitcoin enters the picture Timestamps: 🚀 00:00 Introduction ⚖️ 6:36 Why the DOJ probing Powell matters and how Trump ends up “to the left of Bernie Sanders” 📉 9:29 How AI growth collides with inflation fears and why its deflationary force is underdiscussed 🧠 15:30 What Daniel thinks we are in a “memory supercycle” and why it reshapes tech investing ⚡ 17:41 How energy becomes AI’s biggest bottleneck and why power may be the real trade of the year 🤖 31:06 Nvidia vs Tesla 💭 33:31 Why Ram sees OpenAI as a bubble and what the market might be missing 🏛️ 42:46 Why the market structure bill keeps stalling and what makes this one so hard to pass 🏦 44:57 Whether community banks are quietly losing to megabanks and where stablecoins fit in 🔒 54:34 How the USDT freeze exposes the real power of stablecoins