Future Money with Armando Pantoja podcast

Strategy Sunday: 2026 Prep: Buffett, XRP, TPUs vs GPUs & Bitcoin Outlook

0:00
13:35
15 Sekunden vorwärts
15 Sekunden vorwärts

Tonight we take a deep dive into the turbulent markets heading into 2026—and why there’s still massive opportunity. Warren Buffett just made a quiet but major shift into AI and quantum computing through Google and Amazon, signaling that this tech wave is far from a bubble.

We address the nonstop questions about XRP and explain why there’s simply nothing new to discuss until it breaks away from the broader crypto trend. Crypto is falling, Bitcoin is down 30% from its highs, and XRP is behaving exactly as expected in this environment.

We also explore the rise of Google’s TPUs, the real reason they can’t replace NVIDIA (yet), and how cloud-based AI access is reshaping market share. Plus, an introduction to the Power Triage framework—balancing compute, data, and energy—to identify investment opportunities over the next 20 years.

Finally, we look at December’s historical weakness for Bitcoin, why MicroStrategy’s 70% collapse was predictable, how human psychology drives market selloffs, and where silver and other low-risk assets actually fit into a long-term portfolio.

A packed, no-nonsense episode on AI, crypto, investing psychology, and the technology shifts defining the coming decades.

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