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April 30, 2025 38 mins

Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin.

In this episode:

  • Frank is on a research trip to Denver [0:25]
  • What caused Spain to go dark for 24 hours? [1:52]
  • The U.K.'s answer to climate change: Dimming the sun? [6:59]
  • The irony of the new highway cutting through the Amazon [8:09]
  • What GE Vernova's Q1 earnings say about the future of natgas [10:57]
  • You should have exposure to one of these 4 energy names [15:50]
  • Breaking down the new Bitcoin SPAC, Twenty One Capital [18:48]
  • Twenty One Capital is NOT another Strategy [28:27]
  • Proof of massive Big Money demand for Bitcoin [30:48]
  • The financialization of Bitcoin is upon us [32:47]

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