# AI changed my Bitcoin thesis

Page: https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-1062795/ai-changed-my-bitcoin-thesis
Text version: https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-1062795/ai-changed-my-bitcoin-thesis.md
Podcast: [Wall Street Unplugged - What's Really Moving These Markets](https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-1062795)
Published: 2026-06-03T19:30:00+00:00
Episode link: https://www.curzioresearch.com/
Audio file: https://traffic.libsyn.com/secure/sainvestorradio/CR-WSUP-EP1356-260603.mp3?dest-id=11995
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/wall-street-unplugged-what-s-really-moving-these-markets-1062795/episodes/ai-changed-my-bitcoin-thesis
Duration seconds: 3462

## Resource

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act. In this episode: My pick to win the NBA championship [1:27] Stop worrying about hyperscaler spending [6:35] Why the latest AI stock moves caught analysts off guard [15:56] The entire market outside of AI is struggling [28:45] The SpaceX, Anthropic, and OpenAI IPOs scare me [30:41] Dimon's comments on the Clarity Act are B.S. [37:28] $500k Bitcoin is off the table, thanks to AI [41:29] This episode brought to you by Savvy: Stay smarter. https://curzio.me/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

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## Transcript

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