After AI makes everything cheaper, the most expensive assets might actually be those rare and irreplaceable ones—like Bitcoin! I just finished reading this long article by Strive CEO Matt Cole, and he offers a completely different explanation from the usual four-year cycle: If the next BTC cycle truly becomes the strongest in history, it might be driven by the simultaneous convergence of three forces—weakening of the US dollar, AI creating super abundance, and BTC outperforming gold again. The AI angle, in particular, is something I think is worth paying attention to. As models get stronger, knowledge, code, software capabilities, and even the technical moats of many companies are rapidly becoming cheaper and more replicable. In a world where abundance keeps increasing, capital might shift back to pricing things that *cannot* be infinitely produced: gold, silver, and Bitcoin could all benefit from this scarcity premium.