This ABCD roundup explores whether Bitcoin is starting to trade like a tech stock, especially as correlations with broader equity markets and macro trends grow more pronounced. We dive deep into the …
Published on 4 months, 1 week ago
In today’s ABCD Roundup, we discuss the new chip export restrictions aimed at curbing China’s AI progress. Further, we analyze Ethereum’s scaling dilemma and how its Layer 2 roadmap could impact its …
Published on 4 months, 2 weeks ago
In this ABCD Roundup, we discuss how tariff tensions can reshape global markets and drive a flight to financial quality. We also discuss the potential broader impact of U.S.– China tariffs on AI inf…
Published on 4 months, 3 weeks ago
In this episode of the ABCDs Roundup, we break down OpenAI’s massive $40 billion funding round, led by SoftBank, and its impact on AI infrastructure. We explore AMD’s $4.9 billion acquisition of ZT S…
Published on 5 months ago
In this episode, we dive deep into CoreWeave’s long-awaited IPO and what it could mean for the broader AI market and other companies looking to go public this year. We also break down the latest Bitc…
Published on 5 months ago
In this roundup, we dive into a packed week of digital assets and cover how markets broke out of five straight weeks of selling, perhaps moving back into buying territory. On the acquisition front, K…
Published on 5 months, 2 weeks ago
On this episode of the ABCD Roundup, Mark is solo today as Xavier is out welcoming baby number two! Mark breaks down the latest Bitcoin volatility, market trends, the impact of the current trade war…
Published on 5 months, 3 weeks ago
This ABCD roundup discusses Trump’s executive order establishing a Strategic Bitcoin Reserve and U.S. Digital Asset Stockpile, while the Texas Senate passes a bill to create a statewide Bitcoin reser…
Published on 5 months, 4 weeks ago
In this ABCD roundup, we dive deep into the shocking $1.4 billion ByBit hack—what happened, what it means for the broader crypto industry, and the lessons investors should take away. We also break do…
Published on 6 months, 1 week ago
In this episode, we discuss Codeium, an AI coding startup that is eyeing a $3B valuation just months after its last funding round. We also talk about how Apple’s iPhone 16e is shifting toward on-devi…
Published on 6 months, 2 weeks ago
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