Macro analyst Craig Tindale joins Natalie Brunell to break down the "hard bifurcation" — the widening gap between our financial system and the physical world it depends on. From Elon Musk's warning of an imminent electricity shortage to the trillion-dollar AI buildout hitting a wall of copper, transformers, and power, this is a sharp look at why you can't print real-world commodities.

We discuss:

The paper ledger vs. the material ledger — and why it matters
Why US defense relies on foreign supply chains
How China quietly took balance sheet control of Western miners
The energy and copper crunch slowing the AI boom

Follow Craig: https://x.com/ctindale | https://ctindale.substack.com/

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Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU

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Natalie's Bitcoin Product Partners:

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Natalie's Upcoming Events:

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Craig Tindale: Why the AI Boom Physically Can't Be Built and Bitcoin's Rainy Day Has Arrived

Coin Stories with Natalie Brunell

Craig Tindale: Why the AI Boom Physically Can't Be Built and Bitcoin's Rainy Day Has Arrived