@chamath: Bitcoin faces structural headwinds from prediction markets and AI

tim · 2026-07-20T04:55:06.000Z

There are two problems rn for crypto and, specifically, bitcoin bulls: 1) marginal liquidity would rather speculate in prediction markets and equity…

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@chamath There are two problems rn for crypto and, specifically, bitcoin bulls: 1) marginal liquidity would rather speculate in prediction markets and equity markets 2) marginal energy to mine BTC is worth 10-20x if reallocated to serving AI tokens These changes feel structural but I could be wrong… x.com @chamath: Bitcoin faces structural headwinds from prediction markets and AI submitted bytim12,6114mo0 views0 clicks Ask in ChatGPT Ask in Claude Read original article
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