Crossroads

Market Madness with Steve (No Fintech Friday this week)!

Name: Market Madness with Steve (No Fintech Friday this week)!
Uploaded: 2025-09-06T04:34:15Z
Description: 2:00 - Ethereum / BMNR / Stablecoins 30:00 - CRM Salesforce 38:00 - AVGO / NVDA 47:00 - Costco / NVDA 53:30 - SBUX and Coffee 56:00 - Palantir 1:05:00 - Tesla 1:15:00 - SoFi / Rate Cuts 1:25:00 - ADBE 1:30:00 - DUOL 1:32:00 - Alt Assets 1:42:00 - AMD / INTC Roy / Crossroads on X: @kross_roads The

9/6/2025, 4:34:15 AM

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Economic Summary

Stablecoin market cap is heavily concentrated on Ethereum
Potential Fed rate cuts could benefit fintech like SoFi
AI and robotics may cause large-scale job displacement
Unemployment rise of 1% historically signals recession risk

Bullish

Ethereum dominates stablecoin and tokenization through Layer 2
BMNR, S-Bet, Ether Machine offer staking and ETH exposure
NVIDIA shows massive growth and profitability
Palantir has exceptional net dollar retention and growth
Ripple leads in cross-border payment partnerships

Bearish

Bitcoin has no utility and slow settlement times
Solana is more centralized compared to Ethereum
CRM leadership made poor competitive comments
Duolingo may lose relevance in coming years
Intel has underperformed for decades despite resources

Bullish tickers

ETHBMNRS-BETNVIDIAPLTRXRP

Bearish tickers

BTCSOLCRMDUOLINTC

People mentioned

SteveTannerTevisTom LeeKevin O'LearyBrian GarlinghouseAlex KarpMarc BenioffElon MuskJosh AllenTim CookDonald TrumpLisa SuMatt MoneyZuck