We Talk Money

Strategy's Bitcoin Implosion Explained, And The True Cost of AI


Listen Later

In today's episode, we're talking about the hidden cost behind two of the biggest market stories right now:

Bitcoin leverage and artificial intelligence.

Strategy's preferred and common stocks are selling off, and people are asking whether Saylor's Bitcoin machine is actually breaking.

Is this real structural risk, or is the market panicking over bad assumptions?

At the same time, Apple is raising hardware prices because AI data centers are competing for the same chips, memory, and storage that go into consumer devices.

So my question is:

Are these just temporary stress points, or are investors starting to see the true cost of the two biggest trades in the market:

Leveraged Bitcoin accumulation and the AI infrastructure boom?

Submit a question for the show at https://www.wetalkmoney.com

...more
View all episodesView all episodes
Download on the App Store

We Talk MoneyBy Chris Dunn, Travis Devitt, Nikki Dunn

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

18 ratings


More shows like We Talk Money

View all
PBD Podcast by PBD Podcast

PBD Podcast

4,298 Listeners