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EP15: Beats, Misses and Crypto Twists
In this week’s Global Alpha podcast, MPC Markets and Finn Judell unpack a volatile week in the markets:
- Major indexes close in the red as tech giants (Nvidia, Microsoft, Meta, Palantir) lead the sell-off
- Defensive sectors (healthcare, Eli Lilly) hold up while consumer confidence hits historic lows
- Earnings recap: Palantir, AMD & Qualcomm smash estimates but still get punished – is the AI trade cooling?
- What to watch this week: Oklo (AI data-center power), Disney, Circle (USDC stablecoin issuer), CoreWeave, Grab & more
- Crypto deep-dive with Finn:→ Privacy coins go parabolic – Zcash +17,000%, Dash 10x, Monero waking up→ Revenue monsters in DeFi: Hyperliquid ($1.4B annualized fees) & Pump.fun ($930M) trading at 4–10x P/E→ Why stablecoins could be the smart play if the crypto cycle rolls over
Whether you’re managing a portfolio, dollar-cost-averaging Bitcoin, or hunting the next 10x crypto narrative, this episode is packed with actionable insights.
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By MPC MarketsIn this week’s Global Alpha podcast, MPC Markets and Finn Judell unpack a volatile week in the markets:
- Major indexes close in the red as tech giants (Nvidia, Microsoft, Meta, Palantir) lead the sell-off
- Defensive sectors (healthcare, Eli Lilly) hold up while consumer confidence hits historic lows
- Earnings recap: Palantir, AMD & Qualcomm smash estimates but still get punished – is the AI trade cooling?
- What to watch this week: Oklo (AI data-center power), Disney, Circle (USDC stablecoin issuer), CoreWeave, Grab & more
- Crypto deep-dive with Finn:→ Privacy coins go parabolic – Zcash +17,000%, Dash 10x, Monero waking up→ Revenue monsters in DeFi: Hyperliquid ($1.4B annualized fees) & Pump.fun ($930M) trading at 4–10x P/E→ Why stablecoins could be the smart play if the crypto cycle rolls over
Whether you’re managing a portfolio, dollar-cost-averaging Bitcoin, or hunting the next 10x crypto narrative, this episode is packed with actionable insights.