Episode Details
| Title | 2025 Predictions with bestie Gavin Baker |
|---|---|
| Date | 1/4/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Dollar-denominated stablecoins are predicted to be the biggest business winner of 2025, potentially due to increased adoption and regulatory clarity.
- “I think the biggest business winner of 2025 are going to be dollar denominated stable coins.” - Chamath (1:23:12)
- 🟢 $ROBOTS - 🔒
- 🟢 $NUCLEAR - 🔒
- 🟢 $HBM - 🔒
- 🟢 $CNTECH - 🔒
Bearish:
- 🔻 $OPENAI - 🔒
- 🔻 $BANKS - 🔒
- 🔻 $ENTSOFT - 🔒
- 🔻 $AUTOOEM - 🔒
- 🔻 $GOVCON - 🔒