Are Bitcoin Treasury and AI Companies Running Ponzi Schemes?!

AI giants are playing financial games that look a lot like Ponzi schemes—circular deals, debt, and hype-fueled valuations. Meanwhile, critics call Bitcoin treasuries the same thing. Which bubble bursts first? In this video, we break down the AI debt spiral, Bitcoin’s misunderstood value, and why the future comes down to which story you believe.

SPONSORS

✅ Ledn
https://learn.ledn.io/simply
Simply Bitcoin clients get 0.25% off their first loan
Need liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC’s value while HODLing.

🛠️ The Bitcoin Way
https://thebitcoinway.com/SimplyBitcoin
Your IT Team In The Bitcoin World: The Bitcoin Way is a specialized IT team providing individuals and businesses with exceptional guidance and technical support. With over 20 years of expertise in cybersecurity and privacy, they excel at simplifying the intricacies of Bitcoin. The Bitcoin Way's mission is to empower individuals to utilize Bitcoin effortlessly while maintaining complete control over their funds.

⛓️ Mining Disrupt
http://www.eventbrite.com/e/1332865469499/?discount=SIMPLYBITCOIN
The Worlds Largest Bitcoin Mining Expo!!
Dallas, Texas November 11-13, 2025
Promo code: SIMPLYBITCOIN for 20% off

CHAPTERS:
00:00 – Ponzi scheme playing out in AI right now
00:49 – Circular funding loop: Nvidia → OpenAI → CoreWeave
01:11 – Tech debt bubble hits record highs
01:25 – Comparison to Bitcoin “Ponzi” accusations
02:40 – Setting up: AI Ponzi vs. Bitcoin Treasuries
04:20 – CoreWeave’s $60B valuation built on hype
05:02 – Tech giants drowning in debt ratios
07:11 – Broken AI business model: costs vs. revenue
08:02 – Bitcoin Treasury companies under fire
08:14 – MicroStrategy’s massive BTC holdings
10:03 – Critics vs. Saylor’s Bitcoin vision
11:30 – Why Bitcoin isn’t replicable—scarcity explained
16:05 – AI’s infinite demand vs. Bitcoin’s fixed supply



✓ SUBSCRIBE - https://bit.ly/3QbgqTQ
✓ LEAVE A LIKE
✓ COMMENT

Follow Us:
► https://simplybitcoin.substack.com
► https://x.com/SatsforLife

DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

Copyright Disclaimer Under section 107 of the Copyright Act 1976, allowance is made for “fair use” for purposes such as criticism, comment, news reporting, teaching, scholarship, education, and research. If you are or represent the copyright owner of materials used in this video and have a problem using said material, please contact Simply Bitcoin. Receive SMS online on sms24.me

TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.

Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.

Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.

TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.

Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.

@YouTubeReaderBot allows you to subscribe to Youtube channels.

By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.

Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.

Look for new videos or channels and share them with your friends.

You can start using our bot from this video, subscribe now to Are Bitcoin Treasury and AI Companies Running Ponzi Schemes?!

What is YouTube?

YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.