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Big Tech Sneezes and Bitcoin Catches a Cold: What's Next for Markets?
Episode 218

Big Tech Sneezes and Bitcoin Catches a Cold: What's Next for Markets?

The DeFi Decoded Podcast · Alex Tapscott & Andrew Young

November 28, 202544m 14s

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Show Notes

Join Alex Tapscott and Andrew Young as they decode the world of crypto. Listen in as they discuss the recent selloff in AI-led equity markets and how shifts in Fed cut expectations and data-center-driven capex are rippling into Bitcoin and crypto, the White House's AI "Genesis" push and the emergence of AI as systemically important infrastructure, the rise of AI-generated "slop" content and hyper-personalized ads versus a potential backlash toward tech detoxing, why Bitcoin still looks structurally attractive amid ongoing fiscal debasement and generational rotation from gold, and how improving fundamentals in Ethereum and DeFi, mispriced app tokens, and the evolution of DATs and ETF-like structures could create asymmetric opportunities for institutional investors.