How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau
Bankless12 Touko

How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied to the NASDAQ right now, how today’s AI boom compares to 1999, and what investors should watch if the bubble keeps inflating or finally starts to burst. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://bankless.cc/BTDR-RSS --- 📣THE DEFI REPORT | 20% OFF ANNUAL PLANS https://bankless.cc/BTDR-RSS --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo --- TIMESTAMPS & RESOURCES 0:00 Intro 1:48 The Bubble Debate 3:16 Defining the Bubble 4:33 Historical Perspectives on Bubbles 7:20 AI's Growth and Market Narratives 8:46 Technology Hype Cycles 11:21 Current Market Analysis 12:08 Understanding the Shiller PE Ratio 15:09 Revenue Growth Forecasts 18:19 Theories Behind Current Market Conditions 20:44 Analyzing Profit Margins 23:53 Price vs. Fundamentals 27:26 The Role of Market Sentiment 31:30 Historical Market Patterns 32:32 Lessons from the Dot-Com Era 35:17 Market Concentration and AI 39:38 The Future of AI Investments 41:45 Capital Flows in Tech 49:31 Geopolitical Implications and Market Behavior 53:25 Investor Positioning Strategies 1:04:30 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1268)

Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw

Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw

NEAR founder and Transformer co-author Illia Polosukhin joins us to break down why today’s AI agents still fall short, what’s missing to make them actually useful, and how IronClaw could unlock secure...

24 Maalis 1h 17min

Ethereum’s Quantum Strategy with Justin Drake

Ethereum’s Quantum Strategy with Justin Drake

Quantum used to be crypto’s distant sci-fi problem. Justin Drake says it now has a clock. In this episode, we unpack what “Q-Day” actually means, why Justin thinks 2032 is the date the entire industry...

23 Maalis 1h 40min

ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

Ryan and David break down a historic week for crypto as the SEC and CFTC finally deliver long-awaited clarity, classifying major tokens and reshaping the market. At the same time, Bitcoin is outperfor...

20 Maalis 1h 9min

Tempo Mainnet: The Race to Agentic Commerce

Tempo Mainnet: The Race to Agentic Commerce

Tempo Mainnet is live, but this episode isn’t really about just another chain launch. It’s about a bigger claim: that AI agents are about to need native money, and that the internet may need a new pay...

19 Maalis 1h 19min

Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari

Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari

A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict.  Kamran Bokhari joins Bankless to unpack how the U.S. is trying to reshape the Middle East, ma...

18 Maalis 1h 8min

Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

The Ethereum Foundation’s new mandate has reignited one of Ethereum’s oldest debates: Should it stay laser-focused on cypherpunk values, or lean harder into adoption, product, and market share? Ry...

17 Maalis 59min

Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

The next great battle in finance may not be over stocks, crypto, or even payments. It may be over where the $90 trillion great wealth transfer actually lands. In this episode, Robinhood founder and CE...

16 Maalis 1h 1min

ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow boun...

13 Maalis 56min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
viisupodi
ootsa-kuullut-tasta-2
rss-ootsa-kuullut-tasta
tervo-halme
rss-podme-livebox
rss-asiastudio
rss-pinnalla
rikosmyytit
otetaan-yhdet
the-ulkopolitist
rss-kaikki-uusiksi
aihe
linda-maria
et-sa-noin-voi-sanoo-esittaa
rss-ulkopoditiikkaa
rss-mina-ukkola
rss-girls-finish-f1rst