Is the SpaceX IPO Actually a Bad Deal?
In this episode we break down the SpaceX IPO and why we think a $1.7 trillion valuation sets up a retail trap rather than the deal everyone is chasing, including the wave of insider divesting and our ...
12 Jun 38min
Bitcoin Isn't Broken, You Just Forgot What A Bear Market Feels Like
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 r...
5 Jun 34min
Are You Getting Left Behind in This AI Stock Market?
This week we dig into the enterprise stimulus flywheel carrying the market, the loop of AI capex and private capital that has memory names like Micron printing record income while the consumer never s...
29 Mai 30min
Before SpaceX IPOs, Watch This
The upcoming SpaceX IPO is set to impact the stock market significantly, especially with its potential for Nasdaq 100 inclusion. This move, spearheaded by Elon Musk, requires investors to understand t...
22 Mai 39min
The Market's at an Inflection Point (Here's What Happens)
We break down the AI bubble debate and why the dot-com comparison misses how this cycle could shift from semis to real-world applications and robotics. Bitcoin is consolidating above MidVAMP and Momo,...
15 Mai 29min
The Market Signal That Should Concern Bulls Right Now
We get into why the Nasdaq looks stretched short term but isn't parabolic on the longer view, where Bitcoin sits now that it's finally flipped above Momo, and why the financials lag is the confirmatio...
8 Mai 42min
Geopolitical Shift Signals New Market Phase - Bitcoin Ready to Run?
We get into where Bitcoin sits right now and the setup we're watching for getting back in, why the Nasdaq move off the lows isn't as euphoric as it feels once you zoom out, and how the regimes and tre...
1 Mai 39min
Trump's Iran Move: Market's Already Moving On
The market is currently navigating significant geopolitical shifts, particularly concerning the Iran war and the broader middle east conflict. We examine how current events, such as potential military...
24 Apr 20min
