Episode Details

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
11/16/2024
All-In with Chamath, Jason, Sacks & Friedberg

Key Insights

Bullish:

  • 🟢 $BTC - Chamath is highly bullish on Bitcoin, reaffirming his prediction that it will be the biggest risk asset winning trade of the year.
    • I mean, look. What did I say at the beginning of the year is gonna be the biggest risk asset winning trade? Yeah. It's great. Bitcoin's great.” - Chamath (14:00)
  • 🟢 $TSLA - 🔒
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  • 🟢 $CRYPTO - 🔒
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  • 🟢 $MIDTECH - 🔒
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Bearish:

  • 🔻 $MEDIA - 🔒
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  • 🔻 $PHARMA - 🔒
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