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38: Trading The Metagame, BAYC Flips CryptoPunks, PFPs, Worst Predictions + How Blackberry Fumbled The Bag

Not Investment Advice

Is It a Vertical Focus Company or a Vertical Focus Company?

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Visa and masscart are trillion dollar market cap combined, almost based on a three % rip on an old financial system they've built. Thats the highest margin dollar on thesnp 500. They're not giving that up to go to crypto. But crypto is going to be shoved down their throats for that reason. And the question now is, will big teasente embrace this new wave?

Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

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Timestamps:

0:00:00 – Intro + What We’ll Cover + Metagame
0:07:19 – Cobie Trading The Metagame + Crypto Gaming
0:13:30 – Elon On SNL Meta Narrative
0:20:45 – Geopolitical Super Cycles + Vietnam’s Foreign Direct Investment
0:23:51 – Bored Ape Flips CryptoPunks + Celebrities Investing
0:34:57 – Apes To Real Estate + Price Fluctuation
0:42:43 – Mortgage, 17,000% Returns + Exit Plan
0:49:57 – Why PFPs Breakout
0:58:20 – Worst Predictions + First Mobile Phones
1:05:38 – Steve Ballmer + Blackberry Vs. iPhone
1:10:17 – Google’s Growth On Internet Explorer

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