Episode Details

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
2/7/2025
All-In with Chamath, Jason, Sacks & Friedberg

Key Insights

Bullish:

  • 🟢 $CRYPTO - Positive outlook for the crypto industry due to strong government support for responsible use and growth of digital assets and blockchains across various economic sectors.
    • The president said he wants to support the responsible use and growth of digital assets and blockchains across every sector of the economy. So the principles are all there.” - David Sacks (34:27)
  • 🟢 $GOOGL - 🔒
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  • 🟢 $PHARMA - 🔒
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  • 🟢 $MEME - 🔒
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Bearish:

  • 🔻 $MEDIA - 🔒
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