Episode Details
| Title | Token2049 Recap | Crypto Product Trends |
|---|---|
| Date | 9/22/2024 |
| Podcast | Good Game ↗ |
Key Insights
Bullish:
- 🟢 $TSM - Qiao personally holds TSM as his only AI-related investment, indicating strong confidence in the company's position in the AI chip market.
- “Personally, I on the AI side, I only hold TSM.” - Qiao (41:00)
- 🟢 $INFRA - 🔒
- 🟢 $SESSION - 🔒
- 🟢 $EM - 🔒
Bearish:
- 🔻 $NVDA - 🔒
- 🔻 $EM - 🔒