This episode explores recent macroeconomic developments affecting bitcoin and technology stocks, including inflation concerns and newly reported economic data. We examine White House crypto adviser Patrick Witt's departure, Cerebras AI's potential role in the home, Apple's reported plans for a new home device, and Ledger's anticipated smartphone featuring an embedded secure crypto wallet.

 

Our chart of the week reviews International Data Corporation's latest forecast for Open Compute Project (OCP) infrastructure spending, which could reach $892 billion by 2030 as AI demand accelerates.

 

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

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