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In this episode, we break down CXMT’s explosive Shanghai debut, NVIDIA’s reported $250 billion OpenAI data-center commitment and BitMart’s decision to wind down its trading platform.

0:00:00 Introduction

0:00:43 Crypto Headlines and Web3 Roundup

0:06:04 Tesla, Alphabet and the AI CapEx Selloff

0:10:54 Alphabet’s First Negative Cash-Flow Quarter

0:15:11 Why Big Tech Is Betting Everything on AI

0:19:39 Becoming a Leverage Monkey

0:24:02 FOMC, Iran and Oil Risk

0:31:47 CXMT’s 472% Shanghai Debut

0:39:00 NVIDIA’s $250B OpenAI Data-Center Bet

0:47:24 Why BitMart Is Winding Down

0:53:17 Crypto Apathy and the Bottom Signal

0:56:42 Trade Ideas: SK Hynix, PUMP and Lighter

1:02:32 Why Lighter Could Beat PUMP

The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.