About this episode

The episode discusses the implications of the SpaceX IPO on market liquidity and valuations, alongside updates on various companies in the AI infrastructure space.

We react to a rare green day across Bitcoin and AI infrastructure names, then dig into what the SpaceX IPO could do to liquidity, valuations, and capital rotation across the market. We also share fresh deal and forecast updates from Keel, Hive BuzzHPC, White Fiber, and Soluna, including a step-by-step valuation model tied to a 100MW AI buildout. • Bitcoin bounce and why sentiment flips fast • SpaceX IPO structure, demand versus supply and potential knock-on selling • SpaceX...

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