2026-01-13 20:35:37

Here's the macro story: first you get the demand destruction phase—classic business cycle contraction. Then, as AI productivity kicks in hard, supply-side dynamics flip the script entirely. More output, lower unit costs, structural disinflation pressure. The kicker? You're staring down deflation instead of the inflation narrative everyone's been trading on. That reframes everything—from asset valuations to how markets price risk in a shrinking money velocity environment.

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DAOdreamer

· 4h ago

Wait, so the inflation story you're betting on is completely opposite?

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ForkThisDAO

· 01-13 23:19

Oops, it seems everyone is still talking about the inflation story, but little do they know that the deflation monster is already knocking at the door. --- Can AI really save the economy? I don't think so. --- Supply side flip sounds very sexy, but when money velocity drops, no one can save it. --- So, the brothers who are now bottom-fishing might be stuck for a long time. --- How are assets valued in a deflation environment? That’s the real head-scratcher. --- The logic of the economic cycle has now completely changed. The old traders are probably going to lose their jobs. --- Unit cost coming down sounds great, but when the coin and stock prices fall, it’s also ruthless.

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SoliditySlayer

· 01-13 21:01

Wait, are you saying that this wave of AI productivity can really reverse the entire inflation narrative? It seems like most people are still buying anti-inflation assets.

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ColdWalletAnxiety