David Kuo

speaker

346 appearances 3 recordings 1 series first heard Jun 2026 last heard 3 Sep

David Kuo’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

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Business Daily · The Weekly: AI rivals race to list shares · 11 Jun 2026 podcast

I don't think it's gone beyond the notice of certain people that cryptocurrencies, particularly Bitcoin, has actually fallen in value.

It's fallen about sort of 40 odd, 50 percent.

I mean, at one point it was worth 100,000 US dollars per Bitcoin.

Now it's hovering around sort of 60,000.

So it's lost 40 percent of its value, primarily because people have been selling Bitcoins.

So I think there are some people out there who are readying their money, readying their cash pile to go and invest in these three companies.

And maybe they're just taking the money out of cryptocurrencies and say, we've had a good run with that.

So therefore, it is now time to think about where we're going to put our money next.

and it could be in these IPOs.

But still, I don't think that's nearly enough money in order to fund the valuation of these companies.

And I think the big problem is if the money goes in, it can also come out.

And if they think that they're not going to be getting a decent return on that money, then I think these valuations may prove to be pie in the sky.

Rahul, Rahul, I have a rule.

Well, it is actually three rules.

That's not one rule, David, is it?

Well, listen, if something looks like a bubble, walks like a bubble and squawks like a bubble, then it's a bubble.

And Emily may be a little...

unwilling to say whether or not this is a bubble, but I will say this is definitely a bubble.

I mean, the companies that are going for an IPO are not profitable.

So what are you buying?

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