The Round Trip

The Round Trip

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An East meets West round trip through crypto, culture & conversations. Hosted by @john_scianna & @CassiDe_Fi.

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The Bubble Is in AI Infrastructure. But Not in AI Itself @gonka_ai co-founder David argues that, we might be in a bubble, not of AI itself, but of how much we’re spending to build it. The future runs on AI, it’s not a question of if, but how we get there. #ai #bubble #Infra twitter.com/theround_trip/stat...

$5 Quadrillion Problem with AI Infrastructure Rebuilding Bitcoin’s hashpower with NVIDIA Blackwell chips would cost $5 quadrillion, completely unsustainable. @gonka_ai says the future lies in decentralized, low-cost compute, echoing the ASIC revolution that once reshaped Bitcoin. twitter.com/theround_trip/stat...

We are not seeing any altcoin seasons anymore In EP3, @NextGen_Venture Partner @Jhy256 highlights the introduction of ETFs as the most important structural change, explaining its effect on Bitcoin’s price stability and killing altcoin season. #Altcoins #AltcoinSeason #bitcoin

🌐 Global moves. Crypto reactions. One round trip. 📈 China injects $143B. 🛢️ OPEC shocks the market. 🎯 India & Pakistan clash again. 💡 Bitcoin surges. AI soars. Rates diverge.

The Round Trip Episode 2: Fire Across the LOC

Global moves. Crypto reactions. One round trip.

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