
← The Mustard Seed Bitcoin Podcast3 juin · 54 min
After the AI Buildout, the AI Economy Will Run on Bitcoin Collateral | Eric Jackson
<p>Eric Jackson joins Joe Burnett to explain why he believes bitcoin could reach $50 million as AI agents transform global commerce and demand pristine digital collateral. They also discuss bitcoin’s recent underperformance, AI-powered market models, compounding through volatility, and why the next five years may be the most uncertain investing environment of our lifetimes.</p><p><br /></p><p>Timestamps:</p><p>0:00 - Eric Jackson’s background in markets</p><p>2:14 - Finding Carvana before the comeback</p><p>3:01 - The OpenDoor trade and retail investor momentum</p><p>3:40 - How Eric got interested in bitcoin and crypto</p><p>6:26 - Building AI models before ChatGPT</p><p>9:23 - Volatility, conviction, and long-term investing</p><p>12:16 - Why Eric thinks bitcoin could reach $50 million</p><p>17:01 - Bitcoin as the “other coin” of the AI trade</p><p>17:28 - Why bitcoin has underperformed gold and AI stocks</p><p>20:16 - Is the AI boom propping up the market?</p><p>22:03 - What the world could look like in 2041</p><p>25:55 - AI, uncertainty, and the next five years</p><p>28:47 - Kevin Warsh, interest rates, and bitcoin</p><p>31:37 - Eric’s bitcoin stress indicator</p><p>40:27 - Compounding through bitcoin volatility</p><p>43:35 - Can markets be predicted with enough data?</p><p>48:20 - How AI changed market analysis</p><p>50:44 - Event Horizon IQ and AI-powered predictions</p><p>54:15 - Final thoughts and where to follow Eric</p>