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

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.