or simply the invisible hand? Michael Saylor just bought something other than Bitcoin — and that one move breaks the trade a whole lot of people were quietly front-running. Bryan and Eric's scheduled guest cancels, so they go live and unfiltered, and the whole conversation circles one question: who's the greater fool? This is Bryan Colligan and Eric Waisanen on decentralized finance, market maneuvers, TradFi convergence, and where crypto actually sits in the global economy. MicroStrategy diversifying into bonds, the old "they'll buy Bitcoin forever" thesis cracking, and the egg man who corners the entire market and then asks his broker who's left to sell to. From there it goes everywhere. Supply chains turned into economic warfare — drones hitting helium and hydrogen plants in the UAE. A rumored play to line up China, Russia, and the US, hand back Taiwan, and end three wars at once. SpaceX promising three rockets a day. Why English already won the language war, and what that says about dollar stablecoins swallowing local currencies. Then the AI thread, which is really the whole show. A top security firm says the average company gets taken over in 17 hours for $20,000. Agentic payments as the next real crypto cycle — agent tokens as the new DAO, your phone's assistant making purchases and accepting money onchain. Open Router doing a billion in revenue routing AI traffic. Cloud regulation, public-benefit corporations, and Dodge v. Ford. The trolley problem, autonomous cars, and the uncomfortable math of putting a number on a human life. The kicker: the whole AI buildout might rhyme with the fiber-optic bubble — billions laid down, most of it wiped, and the distributors sitting at the last mile taking all the money. You don't need a million-token model any more than you needed gigabit internet. So who's the greater fool? Maybe the egg man — and being willing to sell doesn't mean there's anyone left to buy. This is the alpha. Chapters: 0:00 Intro & Macroeconomic Overload 3:35 Economic Warfare & Supply-Chain Weapons 5:04 The AI Security Apocalypse 6:18 Crypto Market Cycles & Trends 7:09 The Greater Fool Theory, MicroStrategy & Portfolio Theory 12:21 Geopolitical Rumors: A China-Russia-US Coalition? 16:31 Space, Rockets & Private-Sector Speed 19:30 Language, Culture & AI Translation 26:21 EVM, Solidity & DeFi Security 28:07 The Egg Man & the Greater Fool 29:17 The Next Narrative: Agentic Payments & Agent Tokens 34:59 Employment, Ideology & Cloud Regulation 41:39 The Trolley Problem & Valuing Human Life 46:13 Compute, AI Routing & the AI Arms Race 52:50 The Fiber-Optic Bubble Analogy for AI 55:42 Wrap: Who Is the Greater Fool? More alpha drops soon. Follow on X: Alpha Growth: @alphagrowth1 | Bryan Colligan: @bryancolligan | Eric Waisanen: @EricWaisanen The Alpha Growth team is excited to bring you real-time intel from the DeFi front lines. Catch every episode of Dose of Alpha on YouTube, Spotify, and X. Learn more at alphagrowth.io. Subscribe, like, and drop a comment to let us know what alpha you want next. #DoseOfAlpha #GreaterFool #MicroStrategy #Bitcoin #DeFi #AIagents