I sat down with Nico Lechuga from Ego Death Capital on The Wolf Of All Streets to learn how his dream‑team fund is betting big on companies that actually earn and spend Bitcoin. Nico walks me through the wins, misses, and tough questions around Bitcoin payments, stablecoins, and those hyped “treasury” stocks – all in plain English. By the end, you’ll see why he thinks the next wave of Bitcoin businesses could outgrow simply stacking sats.
Nico Lechuga: https://x.com/nico_lechuga
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#Bitcoin #Crypto #investments
Timecodes
0:00 Intro
2:30 Fund Backstory
5:20 Taproot Opportunity
8:00 What We Missed
10:20 Non‑Custody Boom
13:00 Africa Use Case
15:30 Stablecoin Reality
18:00 Treasury Stock Hype
21:00 Good vs Bad Debt
24:00 Series A Sweet Spot
27:00 VC Math Explained
30:00 Choosing 12 Bets
33:00 Timing Matters
36:00 Layer‑2 Tokens
38:40 Stablecoin On Lightning
41:00 Spend vs HODL
43:30 Institutional Buyers
46:00 Fundraising Lessons
49:00 Cycle Softening
52:00 $70 Million Bitcoin?
55:00 Closing Thoughts
57:30 Post‑Show Chat
The views and opinions expressed here are solely my own and should in no way be interpreted as financial advice. This video was created for entertainment. Every investment and trading move involves risk. You should conduct your own research when making a decision. I am not a financial advisor. Nothing contained in this video constitutes or shall be construed as an offering of financial instruments or as investment advice or recommendations of an investment strategy or whether or not to "Buy," "Sell," or "Hold" an investment.
