I spoke with @AviFelman about:
- why he sold all of his bitcoin
- the AI trade
- memory stock boom
- financialization of everyday life
- current biotech positions
- defense tech
- rare earth minerals
- psychology of trading volatile markets
YouTube: https://t.co/dRblsbSWnN
Spotify: https://t.co/EF7cZwr3KB
Apple: https://t.co/flbbBzcdyw
TIMESTAMPS:
0:00 - Intro
1:03 - Why he sold all his bitcoin & crypto
6:52 - The Hyperliquid thesis & the broken social contract
20:01 - What would make him buy bitcoin again?
21:58 - Strategy + STRC & how to gain an edge in the markets
33:40 - What comes after the memory stock boom?
37:58 - Biotech, defense, & rare earth minerals
39:29 - Robostrategy, private markets & NAV premiums
44:08 - Why index fund returns may be lower going forward
55:40 - Contrarian investing & spotting a bubble
1:07:44 - Meme stocks, retail & future outlook
1:13:25 - The 1000x Podcast
The Pomp Bull ($Pompliano) is a community project inspired by Anthony Pompliano. We unite enthusiasts passionate about Bitcoin, financial education, and decentralized finance.