BlockBuilders

Who disagrees and why, and which stocks were most often advised against—the podcast radar of the week:

🧵 43 finance podcasts, one week: Alphabet, Microsoft, MSCI World, and gold are in the lead. But the consensus is misleading. Klöckner is “long Google,” while Röhl has sold all of his Alphabet shares. One is buying the dip in gold; another gives gold a zero weighting. 👇 Article link in the reply

What good is a decentralized exchange if it decides which markets I’m even allowed to see based on my IP address? That’s exactly what’s happening with Hyperliquid’s new HIP-4 Outcome Markets in Germany. DeFi should look different.

Who’s right and what’s behind Vorndran’s 80/10/10—the podcast radar for November 1:

United Internet: Up 60% in three months—and Deffner & Zschäpitz are still arguing. One believes the worst is over; the other would never buy. Also: DHL is the “Bear of the Week,” and Philipp Vorndran advises against Bitcoin. His portfolio formula: 80/10/10.

Germany is too expensive and unproductive in many industries. For the first time, AI gives us the chance to catch up and become more competitive. And what do German politicians come up with? Immediately offsetting the potential efficiency gains and cost savings with a new...

Protests have been announced in Berlin for tomorrow, and the first shops on the Ku’damm have already begun securing their storefront windows. I really don’t want to live in a city where things like this are happening. And I’m afraid that the policies of the Left, with…

All recommendations and warnings from five podcast episodes in the Podcast Radar:

Google down 12%, ServiceNow down 27%: The tech sell-off dominates financial podcasts. Markus Koch says to buy, while Handelsblatt warns that Alphabet is a risky AI bet. And Samsung is crowned king of cash. Who’s right?

Elon pumping my $HYPE bags was definitely not on my 2026 bingo card. 🙏

Real pros at work there with the Berlin Left. They seriously send a document back to Der Spiegel with internal comments included—and in doing so make it public that they apparently fear their own people. 😂

AI finds Bitcoin bugs so quickly that Bitcoin Core changes its rules: Three bugs in version 32.1 were disclosed publicly right away instead of after two weeks. 🤖 Also: Diva Staking throws in the towel—and Ripple wants to enable RLUSD transactions without XRP.

BTC at around $80,000 after the Fed, ETH at 2,300 – The Block-Builders Briefing:

4/9 🤖 Gemini reaches 1 billion users Google's AI push has now reached enormous scale: • Gemini app: 1 billion users • 32 billion tokens per minute through its own model APIs • Token processing +40% compared with the previous quarter That’s around 46 trillion

9/9 🚀 Conclusion Alphabet benefits from the AI boom in several ways: Its own AI models and Gemini A rapidly growing cloud business Its own TPU chips and infrastructure A still highly profitable advertising business Particularly noteworthy is the combination of 103% cloud growth, 561

2/9 ☁️ Google Cloud is exploding
• Revenue: $30.7 billion (+103%)
• Operating income: $11.1 billion
• Operating margin: 36.2%
• Backlog: $561 billion
What’s particularly interesting: Sales of its own TPU systems are now contributing significantly to growth. So Google is selling its own TPUs...

5/9 🔎 Google Search continues to grow despite AI • Search revenue: $63.3 billion (+12%) • Highest annual growth in search queries in five years However, there’s a catch: Monetization of AI Mode is currently weaker than that of traditional Search. Google

3/9 💰 Google is investing staggering sums in AI
In the third quarter alone:
• CapEx: $51.4 billion
• Free cash flow: -$9.1 billion
Alphabet plans to invest a total of $195–205 billion in 2026.
And investments are expected to rise significantly again in 2027.
The