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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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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