Bitcoin Treasury Panic, SpaceX Euphoria, And The AI Stock Rotation (WTM Ep: 176)

This week’s We Talk Money is about a simple shift…

Speculative attention has moved.

Bitcoin is still central to the market story, but the easy crypto dopamine trade is not the main show right now.

Capital is chasing AI infrastructure, frontier IPOs, leveraged products, and anything that gives investors a faster scoreboard.

We debate four questions:

  • Is the Strategy / STRC panic overblown, or is this how a Bitcoin treasury death spiral starts?
  • Is SpaceX showing us infinite abundance, or market-top euphoria?
  • Will SaaS stocks recover, or did AI permanently break the old software multiple?
  • Where did dumb money go now that crypto is not the obvious darling?

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