Is the “Digital Gold” narrative dead? In this episode, we sit down with Yen, a Taiwanese investment analyst, to discuss the massive rotation of capital from the Crypto markets into the physical infrastructure of AI. We also touch on the local realities of Cambodia’s economy, moving past the “scam center” headlines to the real data on Foreign Direct Investment (FDI).
Deep Dives:
* The AI Capital Vacuum: How the “Magnificent 7” tech stocks are draining liquidity from other risk-on assets like Bitcoin.
* The AGI Timeline: Why the timeline for Artificial General Intelligence has accelerated from 2028 to potentially 2026.
* The “Clean Up” Effect: How the crackdown on illegal call centers in Cambodia is forcing local elites to invest in physical infrastructure (roads, factories) to maintain revenue, inadvertently boosting the real economy.
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