Radar Podcast
Avsnitt

Bitcoin Isn't Broken, You Just Forgot What A Bear Market Feels Like

Dela

We discuss Bitcoin's decline and what it would actually take for us to retire Astraeus, making the case that this is a weak consumer story tied to who sits inside the AI CapEx flywheel rather than a reason to abandon the model, and we cover the labor market, the personal savings rate, and the quantum overhang along the way. We close on the SpaceX IPO, breaking down the low float dynamics, the Nasdaq fast track versus S&P 500 exclusion, and why we think retail buying the open is carrying most of the risk here.Learn More: www.market-radar.comEpisode 218

Podden och tillhörande omslagsbild på den här sidan tillhör Market Radar. Innehållet i podden är skapat av Market Radar och inte av, eller tillsammans med, Poddtoppen.