Mark MossChief Bitcoin Strategist Satsuma | Partner BTCOppFund | ArchLending | BlockwareTeam | 100M+ YouTube

Wall Street Isn't Letting AI Slow Down

31 Aug 2026 · 1 min

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In this brief monologue, Mark Moss argues that an AI bubble and the end of the AI boom are distinct concepts, and that conflating them misleads investors. He explains that investors face two opposing timing risks: staying invested too long and being shaken out too early when the funding environment tightens. Moss notes that Wall Street is continuously moving the source of AI financing farther away, making the “funding wall” a moving target. Consequently, he urges investors to consider whether they are maintaining sufficient exposure while the AI boom continues, rather than waiting for a market crash that may never arrive.

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AI may eventually become a bubble, and the AI boom has to end right now, right? Those aren't the same thing. And that distinction matters for investors because the risk isn't only being too long. When the cycle finally runs, when the cycle finally turns, the opposite risk is getting shaken out too early because you're waiting for a funding wall that Wall Street keeps pushing farther and farther away. The bears are waiting for AI to run out of money. Wall Street just changed where the money can come from. And if this finance machine works, it looks like it will, the question you need to ask is, are you long enough while the boom keeps running?