Episode Details
| Title | Hivemind: Saylor's MSTR Premium Playbook & Financializing AI Agents |
|---|---|
| Date | 11/23/2024 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $CEFI - Crypto exchanges are well-positioned to benefit from market activity, as they extract value from all transactions regardless of market direction.
- “Like, all of these infra plays, I feel like are well positioned because they just get all the volume through this, and and they're the real winners. Like, they're the people extracting the money. Like, the photons, the bull x's, the bananas, the trojans.” - Duncan (16:39)
- 🟢 $VIRTUALS - 🔒
- 🟢 $DOGE - 🔒
- 🟢 $BTC - 🔒
- 🟢 $MEME - 🔒
Bearish:
- 🔻 $ETHBTC - 🔒
- 🔻 $MSTR - 🔒