In this episode, we discuss Bitcoin sliding below $80K while stocks keep ripping, Trump's state visit to China with a CEO delegation, and the Cerebras IPO pricing at $185 per share.00:00 Introduction00:28 Crypto Headlines and Web3 Roundup05:25 Robot Strategy and the Case for Robotics Exposure10:50 Getting Space Exposure and Knowing Your Edge17:08 PPI Comes In Hot, Stocks Shrug It Off19:43 Why Crypto Is Weak While Tech Rips24:46 Bitcoin's Narrative Is Fading32:52 Sugar Trade Idea via Tether's Adecoagro39:44 Trump in Beijing and the US-China Reset44:54 British Empire, the Opium War and Trade Imbalance Parallels48:23 Cerebras IPO and What Hyperliquid Is Pricing InDISCLAIMER: 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.
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