After the AI Buildout, the AI Economy Will Run on Bitcoin Collateral | Eric Jackson

Eric Jackson joins Joe Burnett to explain why he believes bitcoin could reach $50 million as AI agents transform global commerce and demand pristine digital collateral. They also discuss bitcoin’s recent underperformance, AI-powered market models, compounding through volatility, and why the next five years may be the most uncertain investing environment of our lifetimes. Timestamps: 0:00 - Eric Jackson’s background in markets 2:14 - Finding Carvana before the comeback 3:01 - The OpenDoor trade and retail investor momentum 3:40 - How Eric got interested in bitcoin and crypto 6:26 - Building AI models before ChatGPT 9:23 - Volatility, conviction, and long-term investing 12:16 - Why Eric thinks bitcoin could reach $50 million 17:01 - Bitcoin as the “other coin” of the AI trade 17:28 - Why bitcoin has underperformed gold and AI stocks 20:16 - Is the AI boom propping up the market? 22:03 - What the world could look like in 2041 25:55 - AI, uncertainty, and the next five years 28:47 - Kevin Warsh, interest rates, and bitcoin 31:37 - Eric’s bitcoin stress indicator 40:27 - Compounding through bitcoin volatility 43:35 - Can markets be predicted with enough data? 48:20 - How AI changed market analysis 50:44 - Event Horizon IQ and AI-powered predictions 54:15 - Final thoughts and where to follow Eric