Bitcoin robotaxi and Tesla AI
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Bitcoin & AI: Why the next cycle could go much higher

ByJean-Michel

Summary : The arrival of Tesla robotaxis and "embodied" AI is ushering in an era of abundance and efficiency. In this world where everything is becoming cheaper, value is shifting to what remains scarce: Bitcoin. Meanwhile, gold, China-US tensions, and crypto market volatility are playing key roles in the short term.

Tesla Robotaxi and Bitcoin: Technology, Digital Scarcity and Economic Abundance
Robotaxis → Embodied AI → Abundance → Bitcoin captures digital scarcity.

AI: From Text to the Real World

The business model is changing: intelligent robots are leaving the labs and entering real life. Tesla Robotaxis promise journeys 60 % cheaper than Uber – driverless, with a fleet driven entirely by AI. It would be a turning point, just as ChatGPT was for the general public.

Why this concerns

Bitcoin

A world where everything costs less = a world where the monetary system must adapt. If abundance becomes the norm, value is concentrated in the rarity → Bitcoin (21 million units, immutable, censorship resistant).

Market signals before the next peak

  • Bitcoin must outperform Mag-7 (Apple, Amazon, Nvidia…) → already observed in previous peaks.
  • Volatility must rise : a top never forms with a compressed flight.
  • Current boredom and pessimism = bullish contrarian signal.

Gold, China – USA: macro catalysts

Gold has just corrected heavily after a speculative surge. If a US-China trade agreement calms the context (reduced rates, return of flows), capital could turn to AI and Bitcoin.

Amazon, automation and rising margins

The giants (Amazon, Walmart, etc.) replace human jobs with AI agents. Objective: more profits with less costs → which indirectly feeds rising markets, therefore capital invested in Bitcoin.

Who is selling Bitcoin right now?

According to market data:

  • Ancient Asian whales (“OG”) take profits.
  • Many sell options → volatility remains low.
  • In front : companies + long term who accumulate.

👉 This is typical of a redistribution before a big move.

In brief: the bullish scenario

  • Robotaxis = mass adoption + cost deflation
  • Economic abundance → digital scarcity = Bitcoin
  • BTC volatility too low = no cycle top
  • Rotation possible : gold → stocks/AI → Bitcoin

FAQ

Does Bitcoin depend on the success of robotaxis?

No. But the success of autonomous robots may accelerate the migration of value into digital scarcity.

Is low volatility bad?

No. Historically, the violent rises arrive when volatility starts to rise again.

What if regulation blocks robotaxis?

They will first advance in open areas (Texas, etc.), then spread through public demand.

Is gold outdated?

Gold still has a role to play. But in the event of a China-US agreement, a high rotation towards stocks and Bitcoin is likely.

Why do OGs sell?

They take profits to fund other opportunities (AI, tech stocks). Newcomers invest little by little.

Warning : This article summarizes public opinions (Anthony Pompliano, Jordy Visser). This content does not constitute financial advice.

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