All Things Crypto

ATC quote · Oct 19, 2026 · 1:30:55

“that has been shaking the markets a little bit in terms of, where what... Where AI is concerned is the spin. Right? So with earnings coming out, we have, companies like Meta having earnings this…”

NatNat @Natnatx007

From JPMorgan goes Ethereum. Chips go 2008., Oct 19, 2026 · Episode page

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1:29:33 chromatique @chromatique: And with and with the AI trade, just... So investors are... Like, the government... United States government and hyperscalers, neo clouds, they're fighting for the same investor pool, investor capital. Right? And so given that, as we go into next year, there's a lot of hyperscalers that are gonna have a lot of this debt maturing. And so they're gonna have to figure out a way to roll that over. And so... And there's…

1:30:55 NatNat @Natnatx007: that has been shaking the markets a little bit in terms of, where what... Where AI is concerned is the spin. Right? So with earnings coming out, we have, companies like Meta having earnings this week. Last earning season, there was a lot of focus on CapEx, and I can see that continuing until we get the CapEx under control. We saw a lot of companies, with high CapEx, but no... With a little free cash flow. And even…

1:31:54 Dave @DCBK2LA: Nice. What else we got? Anything else? Yeah, Milo. Go ahead.

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