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No, I don't. His argument has a lot of appeal to me, but I note that it is easier to be right (about Bitcoin going up bigly) if everyone ignores that your call has been wrong for the last year.
But as for the AI part, I think he's probably right ...unless the people are willing to be dumped on. Which more of a possibility than he is willing to admit.
Bitcoin to the moon is a logical thing to come out of the mouth of a bagholder, I don't even blame him for his hopium in that part.
I'm also with you on the "people willing to get dumped on" part. But thats the first week, maybe a month. After every fanboi sees 30% paper losses, it'll go sideways - that's also what we saw with SPCX. Then the next IPO, and the next after that. The tribal brain is sensitive to hype.
Do you feel the analysis is wrong tho? If you highlight the inverse of what you highlight above, ignore hayes-the-degen and read hayes-the-analyst, is he wrong? A short look at the SPCX chart tells you he's not wrong about the sideways and down thing, or at least that there's a single conforming factual data point and no dissenting ones (because there aren't any but the one)
Whether it can be extrapolated like that is of course the question - if Saylor can do what he does and get away with it then so can the AI bros, meaning they'll just make up a narrative that can be argued to not be a lie, retards will buy it, and the narrator gets a lot of monies. Ez. Scam the world.