Why are billion-dollar firms piling into Bitcoin and ETH (is SBET the MicroStrategy of ETH? đ)? Plus: handling your money in a broke-government world, robot actuators, nanny costs, and nicotineâs grip.
Welcome to the Alfalfa Podcast đž đ â â â http://alfalfapod.comâ â â
Join the Alfalfa Community Discord đ â â â https://discord.gg/czHr62nvBYâ â â
Episode Highlights đđ§
đ ETH's MicroStrategy Moment: SBET & the "Sailor of ETH" playbook
đŽ GameStop Bitcoin Buy Revisited: Smart Pivot or Meme Stock Madness?
đď¸ Macro Mayhem: Trump's Tariffs Struck Down, Government Budgets vs. YOURS
đ¸ Personal Finance Real Talk: Austerity, "Rich Life," Nanny Costs & Salary Security
đĄď¸ Financial Security: Salaried Employee vs. Business Owner â Who's REALLY Safer?
đ¤ Robot Investing Part 2: Actuators are KING! Deep dive into the robotics supply chain
đ¤ The Art of Observation vs. Judgment (and a touch of Joe Dirt)
Hit LIKE đ & SUBSCRIBE â
if you're ready for some financial deep dives and robot talk!
*Timestamps:*
¡ 00:00 - Intro Banter: Double Hot Dogs & Gum Flavored Old Fashioneds
¡ 01:38 - ZBiotics Sponsor Read & Inventory Anxiety
¡ 03:50 - Beach Talk: Sand vs. Bay, How Often Do You Go?
¡ 07:48 - Sailor of ETH: Shark Link Gaming (SBET) Buys $425M Ethereum
¡ 11:16 - Why Buy a Company That Holds ETH? The MicroStrategy Premium (MNAV)
¡ 17:39 - GameStop Buys Bitcoin - Repetitive Playbook?
¡ 20:24 - Profiting from MSTR Volatility: Selling Puts at 1.3 MNAV
¡ 22:57 - The "Main Character" Effect: Michael Saylor's Conviction
¡ 25:28 - Macro Update: Trump's Tariffs Struck Down by Federal Trade Court
¡ 29:09 - Doge Was Fake? Spending Bills, Tax Bills & Debt Spiral Fears
¡ 32:19 - Unraveling Pods & The Art of Bringing it Back on Rails
¡ 36:11 - Elon Musk on Government "Profligacy" & Personal Budgets
¡ 40:36 - Housing Costs & The "Paycheck to Paycheck" Rich
¡ 44:24 - Ramit Sethi's "Rich Life" & Warren Buffett's McDonald's Habit
¡ 48:48 - Financial Security: Salaried Employee vs. Business Owner?
¡ 52:34 - "Profit First" Philosophy & Taking Care of Yourself
¡ 58:12 - The Nanny Factor: Peace of Mind & Showing Up as Your Best Self
¡ 01:01:35 - The Nuance of Judging vs. Observing Others ("That's not me")
¡ 01:07:40 - Housing Costs: 28% Rule & Evolving Home Ownership Views
¡ 01:10:26 - Making Money vs. Keeping Money: Know Your Strengths
¡ 01:13:10 - Quitting Nicotine: The Pull, The Fear, The Withdrawal ("Dreadful")
¡ 01:25:58 - Robotics Investing Part 2: Actuators are 2/3rds of the Cost!
¡ 01:32:50 - The "Bridge" to Full Robot Autonomy: Human-Controlled Robots?
¡ 01:37:33 - Investing Strategy: Supply Chain vs. Consumer-Facing Robot Winners
¡ 01:46:31 - Outro: Daniel Tiger, Peppa Pig & Next Week's Plans
đ°Donate to the Pod: â â â â â https://streamlabs.com/alfalfapodâ â â â â
đ¤ Get Zbiotics (use code Alfalfa for 15% off): â â â â â https://zbiotics.com/alfalfaâ â â â â
đˇ Check out Eight Sleep: â â â â â https://bit.ly/eightsleepalfalfaâ â â â â (đ Use code ALFALFA at checkout for a special discount.)
Follow the podcast:
Our website with all links - â â â â â â https://linktr.ee/alfalfapodâ â â â â â
Spotify - â â â â â â https://open.spotify.com/show/3Y3il1B...â â â â â â
Apple Podcasts - â â â â â â https://podcasts.apple.com/us/podcast...â â â â â â
X/Twitter - â â â â â â / alfalfapod â â â â â â
Instagram - â â â â â â / alfalfapodcast â â â â â â
TikTok - â â â â â â / alfalfapodcast â â â â â â
Follow the hosts:
Arman Assadi - â â â â â â https://linktr.ee/armanassadiâ â â â â â
Eric Johanson - â â â â â â / crypto_cfa â â â â â â
Nick Urbani - â â â â â â / nurbani â â â â â â
Stephen Cesaro - â â â â â â / 0xmagiclines â â â â â â
Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
