AI’s $800 billion spending boom is becoming Bitcoin’s Fed problem

- Wall Street’s $800 billion AI spending spree is officially the Fed’s new inflation nightmare. While moonboys dream of productivity windfalls, the central bank sees only copper, steel, and electricity bills driving prices up. Jerome Powell and Lisa Cook are sweating because this hardware frenzy is keeping rate cuts firmly in the freezer. The result? Bitcoin is getting squeezed, sliding to $63,600 as ETF capital flees into AI equities to chase the macro heat. It’s a classic case of infrastructure demand hitting before the tech delivers any actual efficiency. Until the AI boom stops eating the grid, expect higher rates and lower BTC. Enjoy the liquidity drought; it’s the price of progress.