Dashboard

NASA ETF will hold 6.1% of the SpaceX IPO, providing exposure to the highly anticipated SpaceX launch. The host presents this as a way to participate in the SpaceX IPO indirectly.

Ryan notes Circle's stock surged on the launch of its ARC blockchain token, highlighting its focus on payments and agentic payments. He sees potential for Circle to scale through existing partnerships and financial system connectivity.

Ryan mentions Solana (Sooie) as an AI-centric blockchain with technology built for AI agents, but notes it lacks the brand recognition and distribution of Ethereum. He sees it as an interesting contender but further behind in network effects.

Ryan favors Ethereum as a leading utility blockchain due to its proven track record (never gone down), trusted infrastructure, and strong network effects. He believes ETH will see exponential demand growth as institutions need it to power blockchain transactions in the AI and tokenization era.

Ryan mentions Robinhood as a key beneficiary of agentic trading, with potential for massive volume increases from AI agents. He notes the stock was overvalued at $150 but sees significant opportunity when it traded below $70, suggesting current levels are closer to the lows.

MU earnings are coming up and the host notes AI is still the leading sector, implying Micron is worth watching as a semiconductor/AI-related play.

Oracle earnings are coming up and the host notes AI is still the leading sector, implying Oracle is worth watching as an AI-related play.

Cited as an example of semiconductor weakness — fell 18.5% from open to intraday low. Part of the broader semiconductor topping thesis.

Morgan Stanley is arranging SRTs and special purpose vehicles to offload AI data center debt exposure, including a $27B deal tied to Meta's Hyperion data center.

JP Morgan is named as one of the large banks looking to offload risk tied to hundreds of billions in AI data center debt through stake sales and risk transfers (SRTs).