Episode Details
| Title | Bits + Bips: How Bitcoin Treasuries Are and Aren't Like the SPAC Bubble - Ep. 845 |
|---|---|
| Date | 6/4/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $NVDA - NVIDIA's consistent earnings beats and ambitious future projections, including a trillion-dollar CapEx forecast for 2030, suggest strong growth potential in the AI and data center markets.
- “This past week, it was in the video. They reported, it was a beat and a beat, which is kind of amazing because every time they report, it's always a beat and a beat. You know, the I think the main takeaway, though, is that he said in 2030, you'll have a trillion in CapEx, which is three x from where you are now.” - Ram (1:07:40)
- 🟢 $DATACENTERS - 🔒
- 🟢 $BTC - 🔒
- 🟢 $META - 🔒
- 🟢 $ETH - 🔒
Bearish:
- 🔻 $WHITECOLLR - 🔒
- 🔻 $BTCTREASURY - 🔒