Ten31 Timestamp: Just Add a Zero
<p>Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.</p>
<p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a></p>
<p>In this episode:</p>
<ul>
<li>Trump and Bessent's $250 bill vs the iconic Fed building audit photo</li>
<li>Chevron and Exxon CEOs call BS on suppressed oil prices amid SPR drains</li>
<li>Micron and Dell hit record highs as AI infrastructure proves it's not 1999</li>
<li>Credit card delinquencies and savings rates flash K-shaped warning signs</li>
<li>Why Brad Gerstner is pitching dividends to calm AI data center opposition</li>
<li>Iran's Hormuz Safe and Calyx's Cashew protocol validate Bitcoin's core thesis</li>
</ul>
<p>TIMESTAMPS: </p>
<p>00:00:00 - Getting the band back together after Memorial Day </p>
<p>00:01:02 - Trump, Powell, and the $250 bill photo </p>
<p>00:02:34 - The K-shaped economy acceleration </p>
<p>00:03:00 - Oil prices, Hormuz, and strategic reserve draws </p>
<p>00:05:41 - Chevron and Exxon call BS on manufactured oil prices </p>
<p>00:07:30 - AI infrastructure: Micron, Dell, and record earnings </p>
<p>00:09:03 - Why this AI boom isn't the dot-com bubble </p>
<p>00:12:22 - xAI Colossus, Anthropic's raise, and OpenAI breakthroughs </p>
<p>00:16:08 - Delinquencies and savings flash K-shaped warnings </p>
<p>00:19:41 - Gerstner's dividend plan vs NYC seizure rhetoric </p>
<p>00:24:24 - AI data centers, energy, and narrative battles </p>
<p>00:26:48 - Bitcoin's Hormuz Safe development </p>
<p>00:28:38 - Cashew protocol, TEEs, and Bitcoin privacy </p>
<p>00:30:45 - Sentiment worst since 2015 and why it matters </p>
<p>00:34:25 - No summer doldrums this year</p>
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