A new ultra-bullish Bitcoin thesis is emerging: $500K Bitcoin this year.

Some analysts say the trigger could be something most of the market isn't paying attention to yet - AI infrastructure and machine-to-machine payments.

As billions of AI agents begin operating online, traditional payment rails like Visa and banks simply cannot support automated machine economies. Crypto rails may become the default financial layer for AI.

Meanwhile:

• Lyn Alden says Bitcoin could outperform gold over the next 2-3 years

• Kazakhstan is preparing a national crypto reserve

• Jack Mallers' Strike just secured New York money transmitter and crypto licenses

• Bitcoin ETFs saw $228M in outflows as BTC hits resistance

In this episode we break down the $500K Bitcoin AI thesis, global Bitcoin adoption trends, and the macro forces shaping the next phase of the Bitcoin market.

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