Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 01/27/2026
Today’s podcast episode was created from the following stories:
A Czech defense boss has gained more wealth this year than anyone except Elon Musk — and he’s only 33
Michal Strnad’s fortune surged by roughly $22 billion this month to $37 billion after his company, Czechoslovak Group, listed in Amsterdam at a valuation north of $30 billion. The 33-year-old sold about $3 billion of shares and still controls around 85% of CSG, which has grown through acquisitions across defense, aerospace, autos, and rail. The move underscores how booming defense budgets and geopolitical risk are rewarding defense-focused firms and their leaders.
ARK Invest bought $21.5 million of crypto company shares as bitcoin fell under $90,000
ARK Invest added $21.5 million in shares of Coinbase, Circle Internet, and Bullish as crypto markets softened, with bitcoin slipping below $90,000. The buys—$9.2 million in Circle, $9.15 million in Coinbase, and $3.17 million in Bullish—fit ARK’s playbook of leaning into multi-day dips to capture value. It’s a vote of confidence in crypto infrastructure equities despite short-term price pressure across digital assets.
Gold tops $5,000 as bitcoin stalls near $87,000 in widening macro-crypto split: Asia Morning Briefing
Gold’s break above $5,000 an ounce is being priced as a durable regime shift driven by geopolitical risk, central bank demand, and a softer dollar, while bitcoin drifts near $87,000 amid a clear supply overhang. On-chain data shows older holders selling into strength and newer buyers taking losses, reinforcing a consolidation phase for BTC. Derivatives and prediction markets reflect the split—steady strength for gold and cautious expectations for crypto, with ether underperforming bitcoin.
Bitcoin trails gold as yen intervention concerns weigh on risk assets
Bitcoin slipped below $88,000 as a rally in the yen and fears of coordinated intervention spurred risk-off flows and an unwind of carry trades. Capital rotated to gold, which topped $5,000, while blockchain metrics pointed to older bitcoin holders realizing losses and subdued market participation. With the Fed meeting ahead and U.S. shutdown odds elevated, investors are favoring liquidity and safety over higher-beta assets.
