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Top 5 High-Conviction Investments for August 2025 w/ Eric Jackson

The Milk Road Show

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Investing in Overlooked Opportunities

This chapter examines the investment thesis surrounding DeFi Technologies and its evolution in the crypto market, highlighting its strategic focus on cryptocurrency ETFs. The speakers explore the value in overlooked assets, like Carvana and Coinbase, and the role of social media in shaping market sentiment. Additionally, the discussion spans alternative investments, particularly in AI and high-performance computing, predicting significant valuation growth as demand for data centers rises.

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