Absolute vs Relative Valuation & Using VanEck's Framework

Programming Note: Happy Thanksgiving! This is a special rebroadcast from the Alfalfa archives. This episode originally aired on May 17, 2023.

From the infamous $19 hot dog incident to a deep dive into the "Caryn.AI" controversy where an influencer generated $71k in a week. We also break down VanEck's bold ETH price prediction model, debate whether Ledger's recovery update betrayed the crypto ethos, and discuss why the future of loneliness might look a lot like the movie "Her."

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Episode Highlights: 

🥃 Studio Launch & Nikka Whiskey Reviews

⚽ Betting on the Manchester United Takeover

💸 VanEck’s $50k ETH Price Prediction

🔐 The Ledger Controversy: Is Self-Custody Dead?

🌭 The $19 Hot Dog & Tipping Culture

🤖 The Economics of a $71k/week AI Girlfriend

🦾 Tesla Optimus & The Post-Labor Future

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Timestamps:

00:00 – Intro & Holiday Message

00:40 – Studio Launch & The "Alfalfa" Wheat Decor

04:30 – The 60-Yard Dash Bet

11:50 – Manchester United Stock (MANU) & Takeover Bets

21:20 – 2011 Debt Ceiling Flashback & Market Liquidity 

30:40 – The Pepe Coin Regret & Meme Coin Psychology 

39:50 – ETH Valuation: VanEck’s $50k Price Target 

01:09:00 – Price Predictions: 2030 ETH Targets 

01:17:00 – The Ledger "Recover" Controversy

01:48:50 – MLB Robo-Umpires & Pickleball Hype 

01:57:00 – The $19 Hot Dog & Tipping Culture Rant 

02:10:00 – Karen AI: The $71,000/week Girlfriend Bot 

02:22:40 – The "Her" Future: Loneliness & AI Companionship 

02:38:50 – Tesla Optimus Robot & Elon’s Vision 

02:59:00 – Train Travel Dreams & Outro

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