Follow The Birds to Safe Harbor Assets?

In this episode, we explore the evolving hunt for safe-haven assets amid shifting capital flows across markets. Strategy and Bitmine continue to accumulate crypto while ETFs post five consecutive weeks of inflows, which may reinforce institutional demand for Bitcoin. We also unpack Anthropic securing an injunction against the U.S. government after being labeled a supply chain risk in a Defense Department dispute. We then discuss new deals, including Mubadala Investment Company exiting CoolIT Systems in a $4.75 billion transaction led by KKR, and the rise of Shield AI to a $12.7 billion valuation following a U.S. Air Force deal. The discussion culminates in our Chart of the Week, comparing gold, silver, and bitcoin as investors navigate geopolitical uncertainty and search for a safe harbor.

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.