Caroline Hyde

We've seen how Jensen Wong of NVIDIA has parlayed that kind of a close relationship with Donald Trump into actions by the government that work a little bit more in his company's favor.

So that sort of interpersonal diplomacy with the administration will be key here.

Yeah, co-CEOs, I'm sure, trying to work the phones.

And I'm sure many will be trying to remind everyone that YouTube's a pretty key player in all of this as well when it comes to the regulatory impact and competition.

Bloomberg's Mike Sheppard, thanks so much for joining us.

Let's pivot a little bit.

Let's take a look at what's happening in crypto.

Suddenly seen a bout of selling.

We're off by 3.7% on Bitcoin, $88,760 as we move towards the end of the weekend.

Maybe some institutional money just putting things on pause.

The digital asset, though, look how it's performed this year.

For the first time, it's actually sort of diverged from the S&P 500 since 2014.

These aren't moving in lockstep.

Let's get more on this with Aya Kantorovich.

She's August's co-CEO, co-founder.

Joining us now, you have so much experience when it comes to FalconX, where you previously were, your secure software company, August.

And look, Bitcoin's decoupling from stocks.

What's it telling you?

Talking of long-term holders selling, there was suddenly a shock to the system when it was thought that maybe Michael Saylor's strategy, artist formerly known as MicroStrategy, might actually offload Bitcoin.

The hodler of all hodlers sort of saying the most extraordinary thing to many who've been in this market for a long time.