In a macro environment of rising GDP but falling discretionary spending, capital will flow into assets, with Bitcoin being a primary beneficiary as a global Schelling point that can be held by AI.
BTC
HIGH
Feb 23, 16:11
"bitcoin - if you agree in both nominal gdp up on productivity gains yet 0 discretionary spend, that money has to go somewhere, usually into assets."
February 23, 2026 at 16:11