Substances, Gaming, and Fair Play

Your AI chatbot just had a Nazi meltdown and the FBI officially buried the Epstein files. This is the financial playbook for when reality itself starts to feel like a psyop.

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Episode Highlights:

🤖 Grok Meltdown: X’s AI goes off the rails, fake news fallout, CEO quits

📈 ETH’s Revenge Arc: Our $20K target & why Wall Street’s loading up

💰 Treasury Company Strategy: MSTR & SBET’s playbook for printing gains

💥 Full-Porting Retirement: 26% in a day?! Risk, sizing, and “baby leverage”

🏡 Real Estate = Trap? Why AI might break the housing game

💸 SPX = New Cash: The 70/30 portfolio is officially obsolete

🤫 Epstein Cover-Up? FBI says case closed — we’re not buying it

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Timestamps:·

· 00:00 - Intro: Aperol Spritz & Hot Mic Scares

· 01:04 - Sponsor: ZBiotics (Code: ALFALFA)

· 03:16 - The L-Theanine + Coffee Brain Hack

· 05:05 - Debating Zyn & Nicotine Addiction: "I think they're called cravings."

· 08:18 - Elon's Gaming Fraud: "He hired a guy to play for him."

· 10:31 - Tesla's Biggest Bull is Getting Tired of Elon

· 12:20 - Elon, DeSantis & The Balanced Budget Amendment

· 15:50 - "A balanced budget is Wall Street's version of virtue signaling."

· 19:00 - The "Cut, Grow, Print" Economic Framework

· 23:37 - Crypto Euphoria: "What is Bitcoin price? 500k? No f*cking way."

· 25:20 - The ETH Revenge Arc: Vibe Shifts & Fixing Value Accrual

· 29:28 - The Bull Case: Why TradFi Will Acquire ETH Treasuries

· 33:30 - The Treasury Company Meta: Decoding the MSTR & SBET Playbook

· 36:00 - How to Trade the "ATM" Dilution Strategy

· 42:37 - Position Sizing: How Much Conviction is Too Much?

· 49:16 - The Case for "Baby Leverage" in Your Portfolio

· 53:35 - "SPX is the New USD, BTC is the New SPX" - Is this portfolio optimal?

· 57:53 - DEBATE: Is Real Estate a Giant Shell Game?

· 01:11:18 - MAIN TOPIC: Grok Goes Full Hitler

· 01:29:40 - The Epstein "Cover-up": The FBI's Laughable Conclusion

· 01:37:13 - ANNOUNCEMENT: Alfalfa Palooza & Sign-Off

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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.