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$600B AI Spending Shock — Is Crypto About to Explode?
Right now, the five biggest technology companies in America are spending $690 billion dollars on artificial intelligence infrastructure in a single year. That's more than the entire GDP of Switzerland — being poured into data centers, GPU clusters, and AI compute in 2026 alone.
And while that's happening, Bitcoin is sitting nearly 50% below its all-time high of $126,000.
Most people think those two facts have nothing to do with each other.
They're wrong.
In this video, I break down the 3-stage liquidity rotation model that has played out in every major capital cycle in modern financial history — from 2010 QE to the 2020 stimulus boom — and why crypto has always been the last asset class to receive institutional capital, but the fastest to move when it finally does.
Here's what we cover:
— The exact scale of the AI infrastructure spending boom (Microsoft, Meta, Amazon, Alphabet, Oracle, Nvidia)
— Why Goldman Sachs is projecting $1.15 trillion in hyperscaler capex from 2025 to 2027
— The February 2026 "Great Flush" — $3.8 billion in Bitcoin ETF outflows — and what the real data underneath that number actually says
— Why BlackRock's IBIT and other major ETFs are NOT capitulating, even as prices fall
— The hidden structural link between AI energy infrastructure and the digital asset ecosystem
— How institutional capital allocation works in practice — and why crypto is always Stage 3, never Stage 1
— Three realistic macro scenarios for what happens next: Liquidity Expansion, Liquidity Stall, and Risk-Off Return
— Five specific signals to watch right now that will tell you which scenario is unfolding
This is not financial advice. This is macro-level market structure analysis designed to help you think more clearly about where we are in the current capital cycle.
If you're serious about understanding how money actually moves through the financial system — subscribe to The Wealth Continuum. We track institutional behavior, Federal Reserve policy, dollar dynamics, and the macro forces that drive every major asset class.

⚠️ DISCLAIMER: This video is for educational and informational purposes only. Nothing in this video constitutes financial, investment, legal, or tax advice. Always do your own research and consult a licensed financial advisor before making any investment decisions. Cryptocurrency and all financial markets carry significant risk including the possible loss of principal.

CHAPTERS:
0:00 — The Hook: $126K to $63K While $690B Disappears Into AI
1:10 — The AI Spending Boom: Numbers That Break Your Brain
3:30 — Why Wall Street Is Prioritizing AI First
6:00 — The 3-Stage Liquidity Rotation Model Explained
8:30 — Why Crypto Is Lagging Right Now (The Real Reason)
10:30 — The Hidden Link Between AI Infrastructure and Crypto
13:00 — How Institutional Capital Actually Allocates
15:30 — 3 Scenarios: What Happens Next?
17:30 — 5 Signals to Watch in Real Time
18:00 — The Closing Argument
RESEARCH REFERENCES & SOURCES
All data cited in this video is sourced from publicly available institutional research and financial reporting as of February 25, 2026:
AI Capex & Infrastructure Data:

Goldman Sachs Global Investment Research — "AI Infrastructure: The $1.15 Trillion Build" (2025–2026)
Meta Platforms Q4 2025 Earnings Call — Mark Zuckerberg, CFO Susan Li
Microsoft FY2026 Capital Expenditure Guidance — Investor Relations
Amazon AWS 2026 Capex Guidance — Andy Jassy Letter to Shareholders
Alphabet Q4 2025 Earnings — Sundar Pichai, CFO Anat Ashkenazi
Bank of America Research — "Hyperscaler Free Cash Flow & AI Debt Issuance Analysis" (2025)
CreditSights — Hyperscaler Debt Issuance Tracker (2025–2026)
OpenAI / SoftBank / Oracle — Stargate Project Announcement, January 2025

Bitcoin & Crypto Market Data:

CoinGecko — Bitcoin All-Time High & Price History (October 2025–February 2026)
Bloomberg ETF Intelligence — US Spot Bitcoin ETF Flow Tracker
BlackRock IBIT — SEC 13F Filings & Fund Holdings Data
Bitwise Asset Management — Matt Hougan Market Commentary, February 2026
Farside Investors — Bitcoin ETF Daily Flow Data
Glassnode On-Chain Analytics — Long-Term Holder Behavior, February 2026

Macro & Institutional Data:

Federal Reserve FOMC Minutes — January 2026
US Dollar Index (DXY) — Bloomberg Terminal Data
Nasdaq Composite Performance — Yahoo Finance / Refinitiv
Nvidia Q4 FY2026 Earnings — Investor Relations
Google Gemini Token Usage Growth — Alphabet Investor Day 2025

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