Macro· ★★· neutral·

Dorsey Says 'There Is No Moat,' Saylor and Musk Weigh In on Bitcoin

  • —Dorsey's post drew more than 3.5 million views on X
  • —Dessa was trained only on human conversation, with no text or pretrained models
  • —The model runs on a single Nvidia GB200 NVL72 rack and fits on a MacBook
  • —Saylor argued Bitcoin is the lasting moat Dorsey says no longer exists
Why it matters: The exchange shows how the AI race now reaches crypto: if software gets cheaper to copy, Saylor bets Bitcoin's network size and fixed supply become the durable edge.
Source: BeInCrypto