About this episode
Charlie and Colin join us to talk about the major plot beats for 2026. They cover the looming silver supply deficit, why Bitcoin hash rate might see its slowest growth years, and the supply chain breaks threatening AI data centers. Plus, they discuss the "538 moment" for prediction markets, big banks launching Bitcoin lending, and the AI content takeover.
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Notes:
* Silver up 140% over the past year.
* Gold up roughly 65% over the year.
* 580M oz silver deficit from 2010-2015.
* Poly Market had $21.5B volume last year.
* 2025 Hash rate increased by 32%.
* AI Data centers need 1.5 tons of silver.
Timestamps:
00:00 Start
02:44 Silver & Gold
09:53 Prediction Markets
17:45 Bitcoin Hashprice Falls
22:55 AI Bubble
27:01 Bitcoin Lending
33:01 AI Slop Learn more about your ad choices. Visit megaphone.fm/adchoices
