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.