Raoul Pal calls the coming AI-driven deflation the most deflationary event in history and labels it a nuclear bomb while describing current crypto conditions as a mid-cycle correction rather than cycle end.

André Dragosch posted that token price deflation among Anthropic and OpenAI will most likely continue because open-source models from DeepSeek, Alibaba, Moonshot AI and Nvidia undercut proprietary costs by wide margins.

Cathie Wood compares Bill Ackman inflation fears to 1970s, cites AI inference cost declines of 99.99% yearly and OpenAI revenue surge to $70 billion as drivers of strong real GDP growth.

LLM token expenditure index falls more than 50% from highs as cheaper Chinese models drive AI token price deflation and semiconductor sales growth deceleration.

According to Michaël van de Poppe, Jeff Booth shared his perspective on Bitcoin's recent 30% crash, emphasizing that the asset is often measured incorrectly. Booth highlighted that the free market's natural state is deflation and suggested Bitcoin's 45% return represents a global 'risk-free rate.' He also criticized stablecoins as being inherently exploitative and discussed potential centralization risks posed by figures like Michael Saylor. These insights underline the broader implications of Bitcoin's role in financial markets.