In today's episode, we're talking about the hidden cost behind two of the biggest market stories right now:

Bitcoin leverage and artificial intelligence.

Strategy's preferred and common stocks are selling off, and people are asking whether Saylor's Bitcoin machine is actually breaking.

Is this real structural risk, or is the market panicking over bad assumptions?

At the same time, Apple is raising hardware prices because AI data centers are competing for the same chips, memory, and storage that go into consumer devices.

So my question is:

Are these just temporary stress points, or are investors starting to see the true cost of the two biggest trades in the market:

Leveraged Bitcoin accumulation and the AI infrastructure boom?

Submit a question for the show at https://www.wetalkmoney.com

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?

Submit a question for the show at https://www.wetalkmoney.com

Stocks and bitcoin are up nearly 30% since the March lows… But the economic data suggest something might be broken. So, is this boom market just getting started or running out of steam? You'll learn:

• Why are tech stocks still ripping to all time highs?
• How will Trump's visit to China impact markets?
• Is bitcoin finally breaking out of its bear market?
• And much more!

Submit a question for the show at https://www.wetalkmoney.com