Bitcoin OG Lao Mao: The AI narrative still has at least 2-3 years of potential

Jinse Finance reported that on July 27, at the Money Frontier 2026 New Infrastructure Intelligent Computing Summit, Bitcoin OG Laomao delivered a speech saying that during the past decade or so, he had firmly believed that the world's biggest macro event is that governments everywhere are constantly oversupplying currencies, and Bitcoin, as a hedge against currency oversupply, was the strongest trend. Such a powerful trend made him disregard all other fundamentals and asset targets. However, this year he suddenly realized that the narrative that brought Bitcoin its greatest value now seems dimmed. Previously, Bitcoin's narrative was like a 100-watt lightbulb in a dark world, but over the past two years, a 1,000-watt spotlight has suddenly shone not far from it—its name is AI. Capital from Bitcoin is continually flowing into AI. AI has become the biggest narrative; AI has become the main macro trend. After recognizing this reality, he began to think about how to participate in this narrative. But first, it is necessary to evaluate how long this new narrative will last. His assessment: the narrative of AI will last at least another 2-3 years, and AI itself will be the engine of global economic growth for the next decade.