Are AI Chips the New Crypto Trade? | Markets Outlook

Pierre Rochard, CEO of The Bitcoin Bond Company, joins Jennifer Sanasie on Markets Outlook to unpack the narratives driving crypto markets heading into Q4. From his 80K year-end price target to his rebuttal of Mark Cuban's "chips are the new crypto" take, Pierre breaks down why Bitcoin's scarcity story remains intact and why miners pivoting to AI could actually be a tailwind for Bitcoin price. Plus, Bullish's new Head of Tokenization joins to unpack what it means to be the first regulated exchange to trade tokenized equity.

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Timecodes:

00:00 - Pierre Rochard Joins Markets Outlook

00:56 - Watching the Fed and Treasury

02:14 - Pierre’s Bitcoin Price Target

02:24 - Responding to Mark Cuban: Chips vs. Bitcoin

06:01 - Why Cuban May Have Latched Onto the Wrong Narrative

07:25 - Will Retail Come Back to Bitcoin?

09:24 - Brand New Rails: Bullish Launches Tokenized Equity Trading

12:02 - Self-Custody vs. Exchanges Post-ColdCard

13:42 - The Best Ways to Get Bitcoin Exposure

15:32 - Bitcoin Miners Pivoting to AI

17:21 - Why Miners Leaving Is Actually Bullish for Bitcoin

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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.

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This episode was hosted by Jennifer Sanasie.