
Ten31 Timestamp: The Fundamental Haven't Changed
By Marty Bent
Aired Feb 9, 2026 · 28m · Last boosted Feb 12, 2026
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Show Notes
Bitcoin's price hit the 50s this week, but the fundamentals tell a different story. As AI investment explodes above $600 billion annually, agents are already using Bitcoin as internet-native money. 🔗 https://bitcoinproducts.com In this episode: Why the fear and greed index hit historic lows (lower than COVID and FTX) How AI agents are using Bitcoin Lightning wallets and signing into websites $600+ billion hyperscaler CapEx spend creating fundamental Bitcoin tailwinds Hash rate difficulty adjustment working as designed (11.15% downward adjustment) Why Bitcoin isn't a hedge yet but is building toward becoming one TIMESTAMPS: 00:00:00 - Price vol...
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Signal through the noise
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20:30 really missing the forest for the trees. I see what you did there.