Bullish & Beyond

Bullish & Beyond EP 8: DeepSeek Shakes AI Stock Market

Bullish and Beyond, LLC Season 1 Episode 8

In this episode, Brian The Mac Man and JT discuss the recent market impact of DeepSeek, a Chinese AI that has caused significant drops in major AI stocks. They explore the implications of AI model costs, the competitive advantage of Chinese companies in AI, and the potential influence of Trump's administration on the crypto landscape. The conversation also touches on the role of the SEC in regulating crypto and the future of American technology in the face of international competition. In this conversation, the speakers delve into the intricacies of cryptocurrency, focusing on public wallet addresses, the implications of quantum computing on cryptography, and the evolving stance of the SEC towards digital assets. They discuss the political landscape surrounding cryptocurrency regulation, particularly the influence of figures like Trump and Hester Peirce. The conversation also highlights the critical role of energy in supporting technological advancements and economic growth, emphasizing the need for sustainable energy solutions to power the future of cryptocurrency and AI.

Chapters

00:00 The Impact of DeepSeek on AI Stocks
02:58 Understanding AI Model Costs and Data Sources
06:00 China's Competitive Advantage in AI
08:56 The Future of American AI Companies
11:55 Trump's Influence on Crypto and AI
14:52 The Role of SEC in Crypto Regulation
17:01 Understanding Public Wallet Addresses and Anonymity
18:30 Quantum Computing and Cryptography
19:56 The SEC's Shift Towards Crypto
22:44 Political Influence on Cryptocurrency Regulation
24:51 Trump's Vision for Digital Assets
27:11 The Future of Energy and Cryptocurrency
30:39 The Role of Energy in Economic Growth

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Hosts:

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Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/


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