Strategy Sunday: The $6.3B Custody Wake-Up Call: Who’s Holding Your Crypto?

Is the AI bubble bursting—or is fear distracting investors from the bigger picture? Join your host, Armando Pantoja, for Strategy Sunday as he breaks down the AI stock sell-off, crypto custody risks, and the questions investors should ask about Ripple’s expanding institutional reach. In this episode: • AI’s next chapter: The cost of building infrastructure—and who could benefit from that spending. • The Power Triad: Armando’s framework for evaluating opportunities across compute, data, and energy, including Microsoft, Micron, Oklo, and GE Vernova. • Ripple and XRP: Why company growth and partnership announcements don’t automatically translate into token demand. • Protecting your crypto: Exchange custody, hot wallets, and cold storage. • Preparing before uncertainty hits: Lessons in risk management, patience, and practical preparedness. Plus, Armando shares lessons from his own investment setbacks and what he’s watching in the week ahead. Follow Strategy Sunday for a weekly look at where money is moving—and the strategy behind your next move.