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Curia Investment Show #7: Bitcoin Breakdown, ETF Implosions, The Stocks Powering Power-Hungry AI
Bitcoin at a 6-month low. NASDAQ wobbling. AI stocks stumbling. Is the bubble finally here — and what comes next?
In this episode of the Curia Investment Show, host James Early is joined by Eoin Treacy (Fuller Treacy Money) and Simon Erickson (@7innovator, 7investing) to tackle four big themes:
Bitcoin & Crypto Winters – Why Bitcoin’s drop below key levels might signal another cyclical “crypto winter,” how halvings and liquidity cycles work, and why Eoin calls Bitcoin a “risk asset with commodity characteristics.”
AI Bubble & ETF Contagion – The NASDAQ sells off while the Dow barely moves. Are we watching an AI-led tech unwind? Eoin explains how market-cap ETFs can create “unrelenting, indiscriminate selling” when investors rush for the exits.
AI’s Energy Problem – Huge data-center capex, not enough power. Simon and James walk through the AI-driven energy supercycle, the gap between planned vs actual data-center power, and why natural gas, utilities, and midstream pipelines/MLPs may be safer ways to play AI than picking the winning model.
Freedom, Cash & Policy Weirdness – From the EU’s cash limits to the death of the U.S. penny and the return of the “food pyramid,” the team riffs on how policy, tech, and incentives collide.
They also share three stock ideas:
DraftKings (DKNG) – Simon’s take on sports betting vs prediction markets and why he’s re-evaluating the story.
Diamondback Energy (FANG) – Eoin’s natural-gas-anchored way to play AI data centers and long-run gas demand.
Inditex / Zara (IDEXY) – James’ “walk away” example: a financially strong fast-fashion company he won’t buy because of repeated labor/human-rights controversies.
Audience Q&A includes:
Is this a buy-the-dip moment for Bitcoin or time to stay defensive?
Should you trim mega-cap ETFs?
How long can the AI-driven energy boom last?
How to invest in natural gas tied to AI without taking direct commodity risk (hint: MLPs / pipelines).
📌 Nothing in this episode is personal investment advice. It’s education and opinion only.
#aibubble #energyinvesting #naturalgas #mlps #datacenters #etfs #draftkings #inditex
#bitcoin #bitcoinnews #crypto #cryptocurrency #cryptotrading #etf #etfinvesting #techstocks #tech #ai #aistocks #investing #investment #stocks #economy #aiinfrastructure #aiinvesting
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By Curia FinancialBitcoin at a 6-month low. NASDAQ wobbling. AI stocks stumbling. Is the bubble finally here — and what comes next?
In this episode of the Curia Investment Show, host James Early is joined by Eoin Treacy (Fuller Treacy Money) and Simon Erickson (@7innovator, 7investing) to tackle four big themes:
Bitcoin & Crypto Winters – Why Bitcoin’s drop below key levels might signal another cyclical “crypto winter,” how halvings and liquidity cycles work, and why Eoin calls Bitcoin a “risk asset with commodity characteristics.”
AI Bubble & ETF Contagion – The NASDAQ sells off while the Dow barely moves. Are we watching an AI-led tech unwind? Eoin explains how market-cap ETFs can create “unrelenting, indiscriminate selling” when investors rush for the exits.
AI’s Energy Problem – Huge data-center capex, not enough power. Simon and James walk through the AI-driven energy supercycle, the gap between planned vs actual data-center power, and why natural gas, utilities, and midstream pipelines/MLPs may be safer ways to play AI than picking the winning model.
Freedom, Cash & Policy Weirdness – From the EU’s cash limits to the death of the U.S. penny and the return of the “food pyramid,” the team riffs on how policy, tech, and incentives collide.
They also share three stock ideas:
DraftKings (DKNG) – Simon’s take on sports betting vs prediction markets and why he’s re-evaluating the story.
Diamondback Energy (FANG) – Eoin’s natural-gas-anchored way to play AI data centers and long-run gas demand.
Inditex / Zara (IDEXY) – James’ “walk away” example: a financially strong fast-fashion company he won’t buy because of repeated labor/human-rights controversies.
Audience Q&A includes:
Is this a buy-the-dip moment for Bitcoin or time to stay defensive?
Should you trim mega-cap ETFs?
How long can the AI-driven energy boom last?
How to invest in natural gas tied to AI without taking direct commodity risk (hint: MLPs / pipelines).
📌 Nothing in this episode is personal investment advice. It’s education and opinion only.
#aibubble #energyinvesting #naturalgas #mlps #datacenters #etfs #draftkings #inditex
#bitcoin #bitcoinnews #crypto #cryptocurrency #cryptotrading #etf #etfinvesting #techstocks #tech #ai #aistocks #investing #investment #stocks #economy #aiinfrastructure #aiinvesting