AI Outlook. Bitcoin Arbitrage Trade. DeepSeek. Stargate.

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In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss the latest trends in investing, focusing on market updates, AI infrastructure initiatives, and the tech sector outlook for 2025. They delve into the recent market reactions to AI developments, particularly the impact of DeepSeek on Nvidia's stock. The episode concludes with a detailed explanation of Bitcoin arbitrage trading, highlighting the persistent mispricing in the futures market and its implications for investors.

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Recorded 1/31/2025.This material contains the opinions of the speakers, and such opinions are subject to change without notice. This content is not to be considered as personalized investment advice or a recommendation of any particular security, strategy or investment product.

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