Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.

🔗 https://bitcoinproducts.com

In this episode:

TIMESTAMPS:

00:00:00 - Getting the band back together after Memorial Day

00:01:02 - Trump, Powell, and the $250 bill photo

00:02:34 - The K-shaped economy acceleration

00:03:00 - Oil prices, Hormuz, and strategic reserve draws

00:05:41 - Chevron and Exxon call BS on manufactured oil prices

00:07:30 - AI infrastructure: Micron, Dell, and record earnings

00:09:03 - Why this AI boom isn't the dot-com bubble

00:12:22 - xAI Colossus, Anthropic's raise, and OpenAI breakthroughs

00:16:08 - Delinquencies and savings flash K-shaped warnings

00:19:41 - Gerstner's dividend plan vs NYC seizure rhetoric

00:24:24 - AI data centers, energy, and narrative battles

00:26:48 - Bitcoin's Hormuz Safe development

00:28:38 - Cashew protocol, TEEs, and Bitcoin privacy

00:30:45 - Sentiment worst since 2015 and why it matters

00:34:25 - No summer doldrums this year

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