About this episode

The episode discusses how AI has altered the host's Bitcoin thesis and covers various market topics including hyperscaler spending and upcoming IPOs.

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act. In this episode: My pick to win the NBA championship [1:27] Stop worrying about hyperscaler spending [6:35] Why the latest AI stock moves caught analysts off guard [15:56] The entire market outside of AI is struggling [28:45] The SpaceX, Anthropic, and OpenAI IPOs scare me [30:41] Dimon's comments on the Clarity Act are B.S. [37:28] $500k Bitcoin is off the table, thanks to AI [41:29] This episode brought to you by Savvy: Stay smarter. https://curzio.me/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

People in this episode

Host: Frank

Topics covered

• AI impact on Bitcoin
• hyperscaler spending
• AI stock movements
• market struggles
• IPOs
• Clarity Act

Sponsors

Savvy

Mentioned in this episode

Organizations: Curzio Research, SpaceX, Anthropic, OpenAI

Products: Bitcoin (BTC)

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