Bitcoin just crashed below $70K, but why should you care? This event exposed the leverage trap of Bitcoin-backed borrowing and why there were so many forced liquidations. In this episode, we break down what really caused the drop, what's happening as Bitcoin becomes more financialized, and if any of this changes the way long-term investors should think about risk and building a portfolio.

Topics discussed:

Introduction (00:00)

GoBundance event recap (02:30)

Market sentiment among high-net-worth entrepreneurs (06:16)

How AI will truly impact the real estate market (08:15)

Why we’re not ready for an AI buildout (11:58)

Why Tesla is building robots (19:39)

Solutions to the AI power problem (24:00)

Why productivity looks different for the next generation (27:23)

The factor privilege plays in who’s successful (31:47)

What Brandon Turner’s story says about this market (35:16)

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