I spoke with @AviFelman about:
- why he sold all of his bitcoin - the AI trade - memory stock boom - financialization of everyday life - current biotech positions - defense tech - rare earth minerals - psychology of trading volatile markets
YouTube: https://youtu.be/bJD-Ftig30M?si=LS46YTRgfzAqeQ1Z Spotify: https://open.spotify.com/episode/28nnBGUyRmN7O5LxJU2rft?si=-Y4qjH9cSuydUj_jzjTNSg Apple: https://podcasts.apple.com/us/podcast/og-crypto-investor-sold-his-bitcoin-for-ai-avi-felman/id1434060078?i=1000774757889
TIMESTAMPS: 0:00 - Intro 1:03 - Why he sold all his bitcoin & crypto 6:52 - The Hyperliquid thesis & the broken social contract 20:01 - What would make him buy bitcoin again? 21:58 - Strategy + STRC & how to gain an edge in the markets 33:40 - What comes after the memory stock boom? 37:58 - Biotech, defense, & rare earth minerals 39:29 - Robostrategy, private markets & NAV premiums 44:08 - Why index fund returns may be lower going forward 55:40 - Contrarian investing & spotting a bubble 1:07:44 - Meme stocks, retail & future outlook 1:13:25 - The 1000x Podcast
