Artificial Intelligence stocks and crypto just got rocked — and the bounce since then hasn’t exactly inspired confidence. In this episode of the MoneyShow MoneyMasters Podcast, we sit down with Michael Lee of Michael Lee Strategy and Merlin Rothfeld of the Trading Academy to unpack what’s really behind the recent turbulence.
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We break down the liquidity squeeze hitting markets, the surge in AI capex, and why SaaS and software names are suddenly under pressure. We also dig into Bitcoin’s pullback, the crypto shakeout, and what past cycles suggest about what could come next.
Then we zoom out to the bigger picture: tokenization, digital financial rails, and whether blockbuster IPOs like OpenAI and SpaceX could reshape market sentiment. It’s a fast-moving, no-nonsense conversation about risk, hype, and where the real opportunities might be hiding.
Relevant stock and ETF tickers for this podcast include: (ADBE) (AIQ) (CRM) (DOCU) (IBIT) (NOW) (SPY) (XLK) and (QQQ).