Joe Burnett - AI Singularity & Bitcoin

— The singularity represents an accelerating feedback loop where AI models write their own code, scaling intelligence toward abundance and fundamentally reshaping how wealth and value are stored.

— As intelligence becomes abundant and free, traditional asset classes face pressure from technology deflation—gold, real estate, software companies all become vulnerable to replication and commoditization.

— Bitcoin represents a terminal discovery (like the number zero or a perfect circle) because perfect scarcity cannot be improved upon or replicated, regardless of future technological advancement.

— Diversification feels prudent but leaves people hopeless; when savings feel fragile, behavior polarizes toward both caution and nihilistic risk-taking (meme coins, sports betting).

— Money pegged to a basket of consumer goods becomes abundant when the cost of those goods (driven by intelligence) trends toward zero, forcing central banks to create more currency to prevent deflation.

— In a world of abundant intelligence, Bitcoin sits alone as the asset that intelligence cannot dilute, making it the natural resting place for wealth and the "least uncertain" store of value.

— Do not over-allocate to Bitcoin if fear levels are extreme; if your thesis is correct, a smaller allocation still yields wealth; over-leverage often forces sellers at the worst time.

— Monitor digital credit adoption (loans against Bitcoin collateral, Saylor's products) in 2026; this represents the most concrete product-market fit for Bitcoin as pristine collateral and signals institutional acceptance accelerating.

— Bitcoin's role as the least uncertain asset becomes more valuable as uncertainty spreads; prioritize it as a hurdle rate for all other capital allocation decisions, not as a speculative position.