Bankless(@Bankless):Can AI investment keep compounding without eventually consuming the entire economy? @RyanSAdams is skeptical: “By 2030, we may need as much as $11 trillion in AI CapEx.” “Where’s all this going to come from?” “At some point in time, the exponential eats the rest of the world economy, all the capital we have, and the entire world GDP is just basically the AI trade.” “I’ve been scratching my head trying to figure out how much longer the AI trade can continue.”

2026.08.28 20:10

Can AI investment keep compounding without eventually consuming the entire economy? @RyanSAdams is skeptical: “By 2030, we may need as much as $11 trillion in AI CapEx.” “Where’s all this going to come from?” “At some point in time, the exponential eats the rest of the world economy, all the capital we have, and the entire world GDP is just basically the AI trade.” “I’ve been scratching my head trying to figure out how much longer the AI trade can continue.”

Bankless@Bankless

2026.08.28 12:00

WEEKLY ROLLUP: The Debasement Trade Is Back Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. @RyanSAdams and @hosseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s capital. [TIMESTAMPS] 0:00 Intro 0:31 Crypto Energy Shift & Bitcoin’s New Cycle 5:55 The @SecScottBessent Put - @DeItaone - @CGasparino 14:11 Druckenmiller vs. Bessent - @NickTimiraos 23:31 Debasement Trade Returns - @TimmerFidelity - @fundstrat 30:03 @coinbase Tokenized Stocks - @base 41:14 Ethena’s Token Reset - @EthenaFndtn 53:59 AI Capital Hunger - @RaoulGMI