BlockBuilders

While everyone in the U.S. is discussing the documentary “You Can See Everything” and celebrating it as one of the best documentaries of all time, we in Germany still have to wait until December 3 for its theatrical release.

Despite the recent sell-off in AI stocks, the pre-IPO valuations of Anthropic ($ANTH) and OpenAI are still holding up remarkably well.

Nvidia, Meta, Tesla, SAP & Oil – the podcast radar for October 23:

Nvidia: Buy or Margin Warning? Meta: Top Pick or Dilution Trap? 🎙️ Four financial podcasts, zero consensus on the AI giants. Everyone agrees only on SAP. Who’s buying, who’s warning—and why Markus Koch is betting on oil. 👇

A stark warning emerges on the Handelsblatt podcast: around $2.7 trillion in shadow debt among AI hyperscalers. CoreWeave burned through about $7.5 billion in 2025. At the same time, Dell and HPE are seen as winners. And the podcasts are openly divided over Tesla and SpaceX 🧵

What four financial podcasts would buy now and what they advise against, from copper to Goldman Sachs to Netflix:

Jamie Dimon once called Bitcoin a “fraud.” Now JPMorgan expects BTC to deliver 10% annual returns, nearly twice as much as gold. 🤯 Meanwhile, the next Ethereum Layer 2 is pulling the plug: Sophon is shutting down. 82 crypto protocols have already called it quits in 2026. What’s behind this? 👇

I don’t think the market fully grasps the scale of what Elon is attempting. They’re talking about adding 20 GW of power for Terafab in a single year. That’s equivalent to nearly 40% of Germany’s ENTIRE average electricity demand. And that’s just one project. We are not long

Which stocks, ETFs, and commodities the podcasts are recommending now—and what they advise against, including Bitcoin and Ethereum:

Are the AI billions paying off? Ten financial podcasts, one point of contention. A tech investor keeps buying Alphabet and Apple but advises against CoreWeave and SK Hynix. A UniCredit economist warns of speculative excess. And the podcasts openly disagree about ABB 🧵

⚖️ Bitpanda under pressure: An investor association is sending a lawyer’s letter seeking to reverse transactions involving BEST, Pantos & Vision Token (VSN). The law firm calls it a “forced migration” and sets a two-week deadline. What’s behind it 👇

All the background on exchanges, white papers, and lawsuit filing deadlines:

What three major financial podcasts are recommending now on AI stocks, the S&P 500, and Japan—and what they’re advising against:

“The market is throwing the baby out with the bathwater”: A BNP strategist thinks the AI correction is overdone and is already making a shopping list. SK Hynix, Samsung, hyperscalers—but he advises against one AI segment. And another podcast warns about Anthropic 🧵

Things I absolutely don’t want in my cold wallet device: 5G, apps, AI agents, and anything capable of moving my money without me. Somehow Ledger looked at that list and thought: Let’s build exactly that. WHY??? 😭

The problem with socialism is that eventually you run out of other people's money.

The truly crazy thing about the AI boom: Amazon, Microsoft, Google, Meta, and Oracle could collectively consume as much electricity as two countries the size of Germany by the end of the decade. We can’t build enough wind turbines—not to mention the necessary storage...

This is huge for tokenized assets: Tokens issued under the SEC exemptions will have the same shareholder rights as traditional stocks - including dividends and proxy voting. Not just exposure to a stock. Actual shareholder rights.

Welcome to the EU, dear Canada. 🇨🇦🇪🇺👋🏻