
Demetrick and Jessie discuss the implications of recent market movements in Bitcoin, AI IPOs, and SpaceX's financial strategies.
Demetrick and Jesse hold down the fort (Corey ditched the show to chase what turned out to be a cardinal in North Carolina) for an episode about cracks forming in every direction at once. Michael Saylor just sold Bitcoin. Only thirty two coins, but the symbolism is louder than the size. The diamond hands era of MicroStrategy may be ending, and the bear is getting cozy on the couch. Meanwhile the AI IPO machine is sucking the life out of every other market. SpaceX is reportedly skipping the traditional IPO path and getting listed directly into the S&P 500, which would route retirement and 401k money straight into the company. The guys break down why that looks less like innovation and more like a setup for a future bailout, and what xAI, Anthropic, and OpenAI hitting the public markets at the same time means for liquidity everywhere else. From there it gets real. Demetrick's algorithm has stopped showing him reverse seared filet mignon and started feeding him cheese crusted liver and gourmet PB&J recipes. His luxury car uncle just posted a Hyundai Sonata. The Great Depression cosplay is in full swing, and the guys compare rice and bean stockpiles. Plus Corey calls in to…
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