How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied to the NASDAQ right now, how today’s AI boom compares to 1999, and what investors should watch if the bubble keeps inflating or finally starts to burst. Michael Nadeau & The DeFi Report:https://x.com/JustDeauIthttps://bankless.cc/BTDR-RSS---📣THE DEFI REPORT | 20% OFF ANNUAL PLANShttps://bankless.cc/BTDR-RSS ---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | Get your 30-day access to Wealth Club Premierhttps://bankless.cc/nexo---TIMESTAMPS & RESOURCES0:00 Intro1:48 The Bubble Debate3:16 Defining the Bubble4:33 Historical Perspectives on Bubbles7:20 AI's Growth and Market Narratives8:46 Technology Hype Cycles11:21 Current Market Analysis12:08 Understanding the Shiller PE Ratio15:09 Revenue Growth Forecasts18:19 Theories Behind Current Market Conditions20:44 Analyzing Profit Margins23:53 Price vs. Fundamentals27:26 The Role of Market Sentiment31:30 Historical Market Patterns32:32 Lessons from the Dot-Com Era35:17 Market Concentration and AI39:38 The Future of AI Investments41:45 Capital Flows in Tech49:31 Geopolitical Implications and Market Behavior53:25 Investor Positioning Strategies1:04:30 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures