If Crypto Winter Is Here, Is the AI Bubble About to Burst?

In this episode, we explore why Bitcoin may have slipped back toward the $80K level, examining leverage washouts, ETF rotation, funding-rate resets, and how broader risk sentiment is shifting as markets reassess year-end liquidity. On the AI side, Nvidia posted another record-breaking revenue quarter, with demand for GPU compute still outpacing supply, even as Hugging Face CEO Clem Delangue warns that the real bubble sits in oversized LLMs rather than in AI as a whole, suggesting a move toward smaller, domain-specific models.

We close by breaking down the latest Chart of the Week and jobs numbers, what they may signal for inflation trends, and how they may tie into both crypto and AI market momentum heading into the new year.