Edge Capital Insights
The 0.7% Problem: GameStop's eBay Bid Exposes Crypto · 00:16:29
Edge Capital Insights
The Trillion-Dollar Receipts Nobody Questions: Tether's Silent Power · 00:18:12
Edge Capital Insights
The Ontology Trap: Why Palantir's Pricing Power Might · 00:15:01
Edge Capital Insights
Who Pays When Your Agent Goes Rogue? Stripe's · 00:14:28
Edge Capital Insights
Why Amazon Bet $20B on Anthropic's Failure · 00:14:09
Edge Capital Insights
The $65B Gamble: Meta's Bet Nobody Can Follow · 00:11:13
Edge Capital Insights
Google's Five Gigawatt Panic: The Anthropic Bet That · 00:19:20
Edge Capital Insights
The Valuation Trap: Why SpaceX's IPO Structure Screams · 00:16:30
Edge Capital Insights
The $27B Garbage Problem AI Can't Solve (Yet) · 00:13:13
Edge Capital Insights
The Twenty-to-One Trap: Why Anthropic Just Mortgaged a · 00:15:12
Edge Capital Insights
The 0.7% Problem: GameStop's eBay Bid Exposes Crypto · 00:16:29
Edge Capital Insights
The Trillion-Dollar Receipts Nobody Questions: Tether's Silent Power · 00:18:12
Edge Capital Insights
The Ontology Trap: Why Palantir's Pricing Power Might · 00:15:01
Edge Capital Insights
Who Pays When Your Agent Goes Rogue? Stripe's · 00:14:28
Edge Capital Insights
Why Amazon Bet $20B on Anthropic's Failure · 00:14:09
Edge Capital Insights
The $65B Gamble: Meta's Bet Nobody Can Follow · 00:11:13
Edge Capital Insights
Google's Five Gigawatt Panic: The Anthropic Bet That · 00:19:20
Edge Capital Insights
The Valuation Trap: Why SpaceX's IPO Structure Screams · 00:16:30
Edge Capital Insights
The $27B Garbage Problem AI Can't Solve (Yet) · 00:13:13
Edge Capital Insights
The Twenty-to-One Trap: Why Anthropic Just Mortgaged a · 00:15:12
This Week's Lead
Edge Capital Insights · May 5, 2026
GameStop's $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized crypto as legitimate M&A currency or orchestrated the most expensive retail stock promotion ever. We examine how MicroStrategy proved the playboo
Edge Capital Insights · May 5, 2026
GameStop's $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized…
GameStop's $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized crypto as legitimate M&A currency or orchestrated the most expensive retail stock promotion ever. We examine how MicroStrategy proved the playbook works at scale, why institutional money might take this seriously, and the structural collapse point nobody's discussing: what happens when the currency used to acquire assets is itself the only thing being valued. GameStop's…
▶ Listen · 00:16:29
Recent Episodes
Edge Capital Insights · May 4
Tether isn't a bank. It isn't regulated like one. Yet it holds $141 billion in US Treasuries—more than…
▶ 00:18:12
Edge Capital Insights · May 4
Palantir is charging sixty times forward revenue while the rest of enterprise software watches margins collapse. The difference…
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Edge Capital Insights · May 1
Stripe just handed AI agents their own payment wallets—autonomous software that books flights, rents cars, and spends real…
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Edge Capital Insights · May 1
Amazon's $20 billion convertible financing to Anthropic isn't a bet on Claude becoming the dominant AI model—it's a…
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From the Archive
E005 · Edge Capital Insights
Meta just announced a sixty-five billion dollar capital spending plan—a sixty-five percent spike that evaporated two…
▶ 00:11:13
E004 · Edge Capital Insights
Google just committed five gigawatts of computing power to Anthropic—enough to power San Francisco—in what may…
▶ 00:19:20
E003 · Edge Capital Insights
SpaceX's Project Apex IPO isn't structured to maximize valuation—it's architected to control disclosure. While Wall Street…
▶ 00:16:30
New episodes every Thursday · Edge Capital Insights