In this episode, I sit down with Andrew Walker for a deep dive into one of the market's most controversial companies: Strategy (formerly MicroStrategy).

We break down whether Strategy deserves to trade at a premium to its Bitcoin holdings, the hidden risks inside its capital structure, why Andrew is bearish on the common stock but long the preferred shares, and what investors may be missing about the broader "Digital Asset Treasury" trade.

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Today we're talking about a question that sounds extreme until you look at the incentives:

Has the U.S. stock market become so central to retirement and political stability that policymakers can't allow it to stay down for long?

Also, you'll learn:

• Why microchip stocks might continue to carry the economy and markets
• What are the implications of agentic trading robots?
• Is bitcoin going to cut the bear market short?
• And much more

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What do wealthy people actually do with their money, and what mistakes can cost them millions?

Which wealth strategies give you the most bang for your buck?

In this episode of We Talk Money, Nikki sits down with wealth advisor Mark Cecchini, to discuss how high-net-worth professionals and founders should think about stock, taxes, liquidity events, and long-term wealth planning.

This conversation is especially relevant for anyone with stock-based compensation, concentrated company stock, significant Bitcoin or crypto gains, a future liquidity event, or a rapidly growing net worth.

Connect with Mark Cecchini on X: https://x.com/markcecchini

*This content is for informational and educational purposes only and should not be considered individualized investment, tax, or financial advice.

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SpaceX is currently down 50% from the IPO highs… And Bitcoin treasury companies are capitulating. This week we're exploring what this two themes mean for traders & investors. Also, you'll learn:

• Are Chinese LLMs destroying US frontier labs?
• Will rising rates crash the stock market?
• Which sectors are due for a pop?
• And much more!

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In today's episode, we're talking about the hidden cost behind two of the biggest market stories right now:

Bitcoin leverage and artificial intelligence.

Strategy's preferred and common stocks are selling off, and people are asking whether Saylor's Bitcoin machine is actually breaking.

Is this real structural risk, or is the market panicking over bad assumptions?

At the same time, Apple is raising hardware prices because AI data centers are competing for the same chips, memory, and storage that go into consumer devices.

So my question is:

Are these just temporary stress points, or are investors starting to see the true cost of the two biggest trades in the market:

Leveraged Bitcoin accumulation and the AI infrastructure boom?

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This week's We Talk Money is about a simple shift… Speculative attention has moved. Bitcoin is still central to the market story, but the easy crypto dopamine trade is not the main show right now. Capital is chasing AI infrastructure, frontier IPOs, leveraged products, and anything that gives investors a faster scoreboard. We debate four questions:

• Is the Strategy / STRC panic overblown, or is this how a Bitcoin treasury death spiral starts?
• Is SpaceX showing us infinite abundance, or market-top euphoria?
• Will SaaS stocks recover, or did AI permanently break the old software multiple?
• Where did dumb money go now that crypto is not the obvious darling?

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Stocks and bitcoin are up nearly 30% since the March lows… But the economic data suggest something might be broken. So, is this boom market just getting started or running out of steam? You'll learn:

• Why are tech stocks still ripping to all time highs?
• How will Trump's visit to China impact markets?
• Is bitcoin finally breaking out of its bear market?
• And much more!

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This week we saw market react strongly to the war in Iran… With oil spiking and risk assets selling off. In today's episode we look at the fallout from global conflict and the "tech wreck" from AI. You'll also learn:

• What is the most likely path for bitcoin in 2026?
• How will booming oil prices impact inflation?
• Is software REALLY dead?
• And much more!

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