Sam Unsted
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Appearances Over Time
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Yes, I'm talking about Bitcoin.
So when you have this much excitement about-
AI or about SpaceX particularly, and big IPOs coming later in the year for OpenAI or Anthropic.
When all of that is going on, it seems like the sort of traders that are in Bitcoin are the ones who are then thinking, actually, I'm going to move a little bit away from here.
The narrative is not good enough to bring you in.
We're not gambling, yeah.
But we will see what happens there.
I mean, just very briefly on SpaceX.
I mean, I've been a reporter on stocks for 15 years.
I've never seen an IPO like that ever.
And since then, they did an acquisition two days later of $60 billion.
They are borrowing a huge amount of money in credit markets.
They are sort of getting into all sorts of corners of the market.
And so they're becoming already quite a kind of important company in all sorts of different sectors of the market.
It'll be really interesting to see how that pans out.
It's possible.
It's possible.
But I think when we're talking about Bitcoin there and this kind of enthusiasm, the AI story, there's obviously a huge amount of enthusiasm for the AI story.