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🚨LIVE: Market's Ready For Higher! NVDA Earnings Today! Pedro Miranda, R. Leshner & Ethan Buchman
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Happy Wednesday from South Florida. Thankfully the market is a bit quieter today as we await NVIDIA earnings & then Fed Chair Warsh speech on Friday. We think the AI to digital assets rotation has started…just look at the BTC/QQQ ratio. Eric Balchunas is calling the debasement trade back on with Gold & BTC ETFs picking up tons of volume. Also, side note…Druckenmiller was Bessent's boss twice and Warsh's boss for over a decade. Weird, isn’t it? Two of the most powerful people in U.S. economic policy came out of the same shop, and now they don't agree on economic policy. Great show today, the line-up is in: 1:00PM ET Pedro Miranda from Solana 1:30PM ET Robert Leshner from Superstateinc 2:00PM ET Ethan Buchman from Cycles See you on the show.
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Market context for assets mentioned
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JUSTJSTExplore the subjects discussed
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Analysis last updated August 26, 2026 · Read the methodologyRead the creator’s original video description
Happy Wednesday from South Florida. Thankfully the market is a bit quieter today as we await NVIDIA earnings & then Fed Chair Warsh speech on Friday. We think the AI to digital assets rotation has started…just look at the BTC/QQQ ratio. Eric Balchunas is calling the debasement trade back on with Gold & BTC ETFs picking up tons of volume. Also, side note…Druckenmiller was Bessent's boss twice and Warsh's boss for over a decade. Weird, isn’t it? Two of the most powerful people in U.S. economic policy came out of the same shop, and now they don't agree on economic policy. Great show today, the line-up is in: 1:00PM ET Pedro Miranda from Solana 1:30PM ET Robert Leshner from Superstateinc 2:00PM ET Ethan Buchman from Cycles See you on the show.