Bitcoin's Cycle Timing and AI CapEx's Impact on the Market

Scott Melker and Mike Alfred to discuss the recent significant movements in the stock market, particularly focusing on Bitcoin miners and their performance. They explore investment strategies, the emotional fortitude required in public equity investing, and the implications of recent deals like Cypher's partnership with Google. The discussion also touches on the influence of China on mining and AI, Mike's new role at Bakkt, and the current state of Bitcoin treasury companies. They conclude with thoughts on long-term investment strategies and market cycles.