Episode Details

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
1/31/2025
The Delphi Podcast

Key Insights

Bullish:

  • 🟢 $BTC - Jeff is extremely bullish on Bitcoin, viewing it as a perfect digital gold with strong fundamentals. He predicts a price of $1,000,000 per coin within his lifetime, emphasizing its decentralization, censorship resistance, and reliability as key strengths.
    • Bitcoin is perfect. It's always been perfect. Egold is such a useful use case that you don't all you have to do is be really, really good at being Egold and really decentralized, really censorship resistant, and really rock solid reliable, and that's all you need.” - Jeff (53:42)
    • I mean, within my lifetime, for sure, it's in the bag, a $1,000,000 a coin, I think. But it wouldn't I wouldn't be even slightly surprised if it went, like, way, way” - Jeff (59:25)
  • 🟢 $AISOLOPRE - 🔒
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Bearish:

  • 🔻 $NVDA - 🔒
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