The First 100 Days of Crypto, Plus ARK's Bold BTC Prediction

This ABCD roundup covers the first 100 days of crypto in 2025, from BTC macro drivers to the recent altcoin spot ETF delays. Further, we break down ARK's bold 2030 Bitcoin price target, set against a backdrop of rising stagflation fears and weaker U.S. economic data. On the AI front, Huawei is accelerating its push for AI chip self-reliance with the upcoming Ascend 910D, aiming to rival Nvidia's H100 amid tightening U.S. export controls and rising geopolitical tensions. While Huawei's chips still lag in software and system-level integration, their progress signals a broader shift as China challenges Western dominance in advanced AI hardware. Big tech, big predictions, and bigger tensions—Remember to Stay Current!

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.