Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It episode artwork

EPISODE · Nov 12, 2025 · 57 MIN

Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It

from Milk Road AI · host Milk Road

In this episode of Milk Road AI, legendary investor and Galaxy Digital CEO Mike Novogratz sits down with Duncan to break down why we are in an AI bubble, and why he’s still aggressively investing in it. From asymmetric bets on Ethereum and Bitcoin to a $3.5 billion bet on AI-focused data centers, Novogratz lays out a high-conviction, contrarian strategy that blends crypto, macro, and infrastructure like no one else in the game.~~~~~🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/~~~~~✊ Follow Milk Road on Social Media:👉 Milk Road AI Twitter: https://x.com/MilkRoadAI👉 Duncan Twitter: https://x.com/FloodCapital👉 Milk Road AI YouTube: https://www.youtube.com/@MilkRoadAI~~~~~🎙 GUEST INFO 🎙Mike Novogratz: https://x.com/novogratz📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.

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Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It

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