EP-109 Zheng Di talks about micro-strategy currency selling experiments, AI economy and US stock opportunities

Original author：吴说不加密播客

Original source：https://www.youtube.com/embed/Xx2kruGkEVk

The guest invited in this episode of the Wu Shuo Crypto Podcast is cutting-edge technology investor Zheng Di didier, who focuses on the recent decline of Bitcoin, changes in the financial strategy of MicroStrategy (formerly known as MicroStrategy), the rise of US stocks driven by AI, the access of crypto exchanges to US stocks, and the macro outlook. Didier believes that the core of Bitcoin's recent decline is not simply macro or ETF redemptions, but the market's beginning to re-price the expectation that micro-strategies may continue to sell small amounts of currency to pay preferred stock dividends under the "neutral currency content per share" principle. At the same time, AI is reshaping the labor structure, and Token is regarded as a new factor of production, driving the US stock AI industry chain to continue to rise. The crypto industry may shift from the hype of native altcoins to a stage of real assets on-chain, on-chain machine economy and more mature industrialization.  The guest speeches do not represent Wu Shuo’s views and do not constitute any investment advice. Please strictly abide by local laws and regulations. To join the Wu Shuo Podcast listening group, you can add the assistant WeChat ipo19841984 to follow more Wu Shuo news depth and other content channels: https://www.wublock123.com/html/app/ Timeline: 00:00 Opening: Micro-strategy currency selling is expected to be the core factor of this round of decline 03:00 STRC's heavy volume changes micro-strategy cash flow pressure 07:00 ETF holders may trade in advance micro-strategy's continued currency selling expectations 09:21 Michael Saylor's financial experiment: Testing the market's ability to undertake 14:10 Market shocks may force micro-strategy to soft-turn 18:00 Will there be a death spiral between micro-strategy and Bitcoin? 20:50 AI's long-term deflationary force and the logic of Bitcoin, gold, and technology assets 23:51 Token is regarded as the labor force of the new era 26:00 AI replaces middle-level and executive positions and reshapes the corporate organizational structure 30:00 Discussion of on-chain machine economy and "one-person company" 34:00 The AI revolution is similar to China’s entry into the WTO, lowering labor costs and increasing profit margins 36:27 Reasons and impacts of crypto exchanges’ access to U.S. stocks 41:30 Blockchain is more suitable for machines rather than humans, Agent will promote on-chain interaction 43:36 Suggestions for crypto users to enter the U.S. stock market 46:56 The 1011 incident severely damaged crypto liquidity, and the copycat market is difficult to recover 48:35 The United States’ push to put financial assets on the chain is essentially a competition for global liquidity 55:00 Web3 has entered a more mature “silver age” #cryptocurrency#blockchain#crypto #bitcoin#microstrategy