用 Grok Bot 和 Muse Bot 管个人理财的比特币多头论

Adam Livingston @AdamBLiv原推发布于 2026.10.02

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The Bitcoin bull case for the next decade is simple. Enormous amounts of global credit are priced decades into the future even though rapid technological change is making the future dramatically harder to forecast. TRILLIONS upon TRILLIONS of dollars of capital. At the same time, traditional finance is benefiting tremendously from FINANCIAL INERTIA. Right now humans leave capital sitting in suboptimal places, earning suboptimal yields, simply because humans don't have the knowledge or the time to continuously re-underwrite every available alternative for capital allocation. This financial inertia is one of the largest hidden profit pools in the world, and AI agents are going to remove this inertia. Humans are outsourcing trust to artificial intelligence and they will ABSOLUTELY do it with their personal finances if that means Grok Bot can make them more money with the click of a button. Do you think your cute little fuzzy Muse Bot is going to get annoyed if you ask it why your dollar is sitting in a savings account earning less than one-tenth of one percent? Nope. And you'll have another 9 fuzzy little Muse Bots standing by, 100% happy to help you. Bitcoin-powered credit instruments are made possible by the world's apex collateral, and as traditional business moats are disrupted, it will become increasingly clear over time that the market is charging the wrong price for every other kind of risk that is not Bitcoin's volatility risk. The days of lazy deposits, overpriced credit, zombie company software multiples, and thirty-year promises from businesses facing two-year technological revolutions will soon be over. Yes, we don't even have to wait for committee meetings to drive capital rotation. It will be driven by machines noticing that the math is stupid. Trillions of dollars will flow into Bitcoin as a result of companies outcompeting their peers by using Bitcoin as collateral and this is how Bitcoin will continue to demonetize other asset classes at scale. With increased monetization of the Bitcoin network, volatility continues to decrease, further pushing the Trojan horse into broad acceptability with even the most archaic stalwarts of TradFi. You are bullish on Bitcoin. You are orange-pilled. You understand that everybody is crazy and you are the sane one. You are correct. The world is asking "why would anyone own volatile Bitcoin?" while they are pretending that everything else is safe. Over the next decade and beyond, we will continue to hear from the uninitiated in screeches of rage and danger when Bitcoin moves 20%. They will remain incredibly silent when long-duration corporate and government bonds get totally eaten alive by inflation, disruption, and a business model that might not exist in 2031. When software moats can be attacked in weeks, lending against decades of projected cash flows will continually look nonsensical, and this is before robotics disrupts the more physical industries. Traditional finance has been charging lazy investors for opacity, friction, and human laziness, and autonomous capital allocation is going to compress all three. Tick tock, next block. Bitcoin will continue standing as an incorruptible monolith among all the toxic sludge that cannot compete as a productive capital asset. It will become more liquid, more collateralizable as the pipes continue to be constructed by the visionaries, and every excuse to exclude it from the global capital stack will die a quiet death. Contrary to popular belief, Bitcoin's biggest strength is that it is visible to anybody, every single second. The weaknesses of everything else competing with it are often hidden. Until suddenly they aren't. The next decade belongs to capital that can see clearly, move instantly, and settle on Bitcoin.