The AI Bubble, DeepSeek & The New Global Order
Is the entire global order being reorganized to support the largest AI investment bubble in history?
In Part One of this episode of SimonDixonHardTalk LIVE, broadcast on 29 May 2026, we discuss the potential connections between Middle Eastern geopolitics, the Iran peace MOU, and the liquidity needs of the AI sector.
I believe that the global financial, military, and technical industrial sectors may be shifting away from the 'forever war' model to potentially decrease global energy prices, finance AI data center infrastructure, and possibly develop a multipolar world.
We analyze the US-China discussions at the recent Beijing meeting.
In my opinion, it appears that transnational capital could be working with the CCP in what some might view as the development of a global surveillance network.
I believe that under this potential architecture, the United States may be experiencing a reduction in global influence through factors like asset stripping, fiscal dominance, and wealth concentration.
We also revisit the DeepSeek event, which some believe challenged the compute-scarcity assumption that is currently supporting the semiconductor and AI stock market.
As Wall Street and the Federal Reserve discuss the liquidity needed for megacap IPOs like SpaceX, I believe they may also be trying to influence the Bitcoin market through institutional custody, ETFs, and leverage instruments.
In my opinion, this convergence of AI, space infrastructure, and programmable fiat suggests that a sovereign wealth strategy is important.
I believe that holding Bitcoin in self-custody and utilizing alternatives to the traditional financial system may be a strong defense against centralized global control.
Disclaimer:
The perspectives and analyses presented by Simon Dixon in this broadcast are drawn from his personal background and industry experience, and are shared for informational purposes rather than as a conspiracy theory. The content provided does not constitute financial, investment, or trading advice.
The host explicitly states that he does not encourage viewers to attempt to time the market or execute trades based on the macroeconomic and geopolitical scenarios discussed. While the broadcast covers potential strategies, such as accumulating Bitcoin in self-custody or allocating capital within current market systems, the host acknowledges that different approaches may be right for different individuals, and viewers are ultimately responsible for making their own independent choices ("you do you"). Furthermore, Simon Dixon makes no guarantees regarding the exact timing or definitive outcomes of the market shifts, liquidity events, or economic cycles outlined in the episode. Viewers assume full responsibility for any financial or sovereign wealth decisions they make.