Episode Details

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
1/25/2025
All-In with Chamath, Jason, Sacks & Friedberg

Key Insights

Bullish:

  • 🟢 $CRYPTO - Positive outlook on cryptocurrency due to potential government initiatives and its revolutionary nature, suggesting it's beneficial to hold a stockpile of crypto.
    • I think that there are a handful of ideas that if we can implement them correctly, are really revolutionary. I think that it's good to have a stockpile of crypto.” - Chamath (1:48:40)
    • The main thing it does is it forms an internal working group with the goal of making the US the world leader in crypto.” - David (1:52:36)
  • 🟢 $STABLES - 🔒
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  • 🟢 $AI - 🔒
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  • 🟢 $NUCLEAR - 🔒
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  • 🟢 $CEG - 🔒
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  • 🟢 $AVGO - 🔒
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  • 🟢 $SCITECH - 🔒
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Bearish:

  • 🔻 $NFLX - 🔒
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  • 🔻 $WOKEAI - 🔒
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