Part 7/20:
One of the most provocative claims Vissa makes is that Bitcoin is the "purest AI trade", because its belief emote strength intensifies as AI's influence accelerates. He explains:
"In an AI world, there's no scarcity in knowledge or code; it's ubiquitous and democratized." In contrast to Ethereum or Solana, which depend on innovation and continuous moat-building, Bitcoin's value proposition rests on its fixed supply and belief-driven status. As AI accelerates, coding and idea generation become more accessible and competitive, eroding moats of traditional tech companies but enhancing Bitcoin's dominance as a scarce, belief-based asset.