Is the AI bubble quietly plotting a dramatic exit, ready to drag Bitcoin and crypto into the abyss like a tragic chorus line from a dot-com era musical?
The clowns are holding loan guarantees.
A self-congratulatory money loop
The AI bubble and its money loop
Artificial intelligence: the glittering cabaret act of modern finance! It’s reshaped industries from chipmaking to software, inflating valuations faster than a soufflé at a Michelin-starred restaurant.
Economists and investors whisper: “This isn’t innovation-it’s a cabaret!” The AI surge, they say, mirrors the dot-com era’s tragicomedy of errors. Innovation? More like speculation in a sequin dress.
Watch as AI firms toss cash into a pirouette of mutual investment-cloud services, hardware, infrastructure-all choreographed to inflate valuations based on “future potential” (read: wishful thinking).
OpenAI, that nonprofit-turned-profit diva, now demands U.S. federal loan guarantees. CFO Sarah Friar, channeling her inner Wall Street diva, claims taxpayer-backed debt will “lower borrowing costs” for their $300 billion Oracle lovefest.
Julian Brigden, finance’s resident Cassandra, tweets: “Why does #SamAltman need taxpayer guarantees if OpenAI’s minting ‘hundreds of billions’? Did someone forget to check the cash register?” 🧐
I smell a rat in Armani. Why does #SamAltman #openapi need the taxpayer to guarantee their debt if they’re going to make hundreds and hundreds of billions? Has he just done a cash analysis and realized he’s cash flow short?
– Julian Brigden (@JulianMI2) November 5, 2025
Michael Burry, finance’s favorite recluse, shorts AI stocks like it’s 2008. $187.6M on Nvidia puts? $912M on Palantir? Darling, he’s not betting-he’s hosting a wake.
Circular cashflows, not real growth
DeepSeek’s surprise success in January 2025? A plot twist that sent Nvidia’s stock careening like a drunk tightrope walker. Down 17%, then up 8.8%-drama!
the money-losing diva of the digital age. 🌪️
“Circular financing! Nvidia invests in startups that buy Nvidia hardware. It’s like giving a lemonade stand $10 to buy $10 lemons and calling it ‘growth.’” 🍋
Lessons from the dot-com bubble
Sam Altman admits an AI bubble exists. Of course-it’s his masterpiece. OpenAI’s valuation tripled in a year, fueled by investor enthusiasm thicker than a Victorian novel.
Ray Dalio: “AI investing feels exactly like dot-com mania.” Jamie Dimon: “Most AI capital will vanish.” The Bank of England: “Investors aren’t warned enough!” 🚨
Goldman Sachs: “But the valuations are reasonable this time!” Fed Chair Powell: “AI companies actually make money! Unlike, say, Beanie Baby startups.” 🐻
Bitcoin feels the ripple effects
Bitcoin tumbles like a tipsy debutante at her first ball. Alex Thorn slashes his BTC target to $120K: “Whales are dumping coins. Corporations? Meh.” 👀
i’m lowering my BTC bullish EOY target to $120k (prev $185k) 👀
whale distribution, non-BTC investments, treasury company malaise…
(long-term future still bullish, of course)
– Alex Thorn (@intangiblecoins) November 5, 2025
On-chain data reveals long-term holders cashing out. 363,000 BTC moved from old wallets-like grandma finally selling her vinyl collection. 📀
Maartunn’s verdict: “Market at a crossroads. If short-term holders panic, it’s a cliff dive.” With AI fears looming, crypto investors face a perfect storm of chaos. 🌩️
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2025-11-06 18:00