About this episode

The episode discusses SpaceX's trading debut and its implications for investor demand and the tech cycle, alongside Bitcoin's price movements and the AI compute race.

SpaceX starts trading in a historic debut, and we unpack what the first day move signals for investor demand, index inclusion, and the broader tech cycle. We also weigh a bold Bitcoin path to 250K and connect it to the accelerating race for AI compute, power, and data center capacity. • Bitcoin’s pullback to the mid-60K range and what it says about the current cycle • Mike Alfred’s 250K Bitcoin target and why timing matters • Miner stocks decoupling from Bitcoin and the mark...

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