On this episode of Wall Street Beats, Ben Brey, Robert Marcin, and Kevin “Bakes” Baker break down Bitcoin’s latest slide and debate whether the worm has officially turned for crypto. The trio digs into growing concerns around financial stocks, short setups in banks, and whether PayPal could become a surprise takeover target.

They also debate Microsoft vs. Bitcoin, unpack Nvidia earnings expectations, and explore whether AI infrastructure is getting dangerously crowded. From curve flattening to CapEx firehoses, this episode covers positioning, liquidity, and what might actually break next in markets.

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