Episode Details

Weekly Roundup 02/21/25 (Milei’s Libra scandal, physical gold chaos, are memecoins dead?) (EP.598)
2/21/2025
On The Brink with Castle Island β†—

Key Insights

Bullish:

  • 🟒 $BTC - Bitcoin is expected to surpass gold's total market value within the next decade, driven by its technological advantages and broader use cases beyond just being a store of value.
    • β€œI feel very strongly that the total market value of Bitcoin at some point in the next ten years will surpass the total market value of gold. And it might be shorter than that.” - Matt (23:00)
    • β€œBecause I don't think Bitcoin is competing just for gold. So you basically have this venture bet on the emergence of something better than gold, but it's also a technology platform. And we're also living in a world with the Internet. So and you also have the dynamic of we're a a space going species at this point, and we're going to find more gold out there.” - Matt (23:37)
  • 🟒 $STABLES - πŸ”’
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  • 🟒 $CRYPTOREG - πŸ”’
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Bearish:

  • πŸ”» $GOLD - πŸ”’
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  • πŸ”» $SOL - πŸ”’
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