AI changed my Bitcoin thesis

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 3 June 2026

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act. In this episode: My pick to win the NBA championship [1:27] Stop worrying about hyperscaler spending [6:35] Why the latest AI stock moves caught analysts off guard [15:56] The entire market outside of AI is struggling [28:45] The SpaceX, Anthropic, and OpenAI IPOs scare me [30:41] Dimon's comments on the Clarity Act are B.S. [37:28] $500k Bitcoin is off the table, thanks to AI [41:29] This episode brought to you by Savvy: Stay smarter. https://curzio.me/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Transcript

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0:00.0	Today's episode is brought to you by Savvy, the smarter way to book a vacation rental.
0:05.4	Travelers save $400 on average. Always check savvy.com first.
0:10.6	Let's go out there. It's Wednesday, June 3rd.
0:13.1	And I'm Frank Currie.
0:13.7	It's the Wall Street and Pub Podcast. So I break down the headlines.
0:16.4	And tell you what's really moving these markets. Potter and Crime. Daniel Creech, a little angry this morning, which I like from watching CNBC, I think you said. But how you doing? How's everything? You okay? I'm good, yep. He's fired up today or what? Just following the boss's orders. He makes me watch CNBC in the morning.
0:37.7	And what got you so pissed off?
0:39.3	Well, they're on Capitol Hill and they're just, they're just horrible. I mean, they just let people get up there, both sides. I mean, it's just pathetic of what they, how little our representatives know and do and how powerful they are. The Elizabeth Warren, everything. Elizabeth Warren, Tim Scott, Cynthia Loomis,
0:54.8	um,
0:55.7	Tillis,
0:56.6	just,
0:56.9	just a horrible government.
0:57.9	We need more taxes,
0:59.5	more taxes to spend on what we don't know.
1:02.6	Minnesota,
1:03.3	all these places.
1:04.2	It's like we want to raise taxes on pretty much everyone,
1:08.5	including the rich.
1:09.8	XAI,
1:10.5	sovereign wealth funds. It's just a, it the rich. AxeI, sovereign wealth funds.
1:11.6	It's just a disgusting mindset of people versus government.
1:16.7	And the government has the boot on your neck constantly and to act like they don't.
	...

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