Alexander Lorenzo argues that powerful actors plan to crash the stock market to force people into crypto. He points to Bitcoin and stock price divergences, the timing of ChatGPT's launch, and capital rotation patterns as evidence that crypto is the real play.
They're going to crash the stock market and run up crypto. They're going to use the crash of the stock market to inject blockchain technology and tokenization. I truly believe that's probably what's going to happen. I have a running theory that the capital is going to rotate from AI back into crypto. I truly believe that if AI is at all-time high and the stock market is at all-time high, that's the worst thing you could possibly buy right now. But crypto is at all-time low, which is the best thing you could possibly buy right now. Bitcoin and crypto would be considered risk-on assets, like they're risky, but so are stocks. Stocks would be in the same category, but everybody says that, but it's not really true because look at stocks. Stocks are going crazy, but Bitcoin's going down or stayed down this entire period. A lot of people say, "Oh, it's it's a it's a they call it a beta." They call it they're like, "Oh, Bitcoin's a beta to the stock market." When someone says that, I know they don't know crypto. Is there truth to that? Yes, I have said that before. There is truth to risk on in general, but you cannot hold too clear. Like that's if you hold too much to that, you'll get wrecked. The data doesn't show that. You know, everybody says. AI bubble is going to pop. And like, did you know that ChatGPT launched— the launch of ChatGPT, the first AI, the first, uh, public, you know, viral AI launched at the exact bottom of Bitcoin's price? November 30th, 2022. Oh yeah, that's right. That's right here. So I have a running theory that the capital is going to rotate from AI back into crypto. So put 2 and 2 together. Yeah, yeah. You get what I'm saying? Why wouldn't they do that? They're going to run up crypto. They're going to crash the stock market and run up crypto.
