On Episode 35 of Trends with Friends — Howard Lindzon, Phil Pearlman and Riley Rosebee review Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength.

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Chapters

Welcome (0:00)

Stocktwits Early Days (1:47)

Release the Hostages (3:05)

Unplug (4:08)

Small-Scale Social (6:23)

The Two Ways of Change (10:58)

Disconnecting, Zooming In (12:01)

The Most Important Chart of the Week (17:23)

Bitcoin’s Resilience (22:00)

Solana vs. Ethereum (24:26)

Let’s Talk Start-Ups (28:51)

Valuation Recency Bias (35:10)

Find What’s Working (38:15)

Schmuck Insurance (46:18)

Experience World Class Sport Events (47:07)

Featured Links

Howard Marks’ Further Thoughts on Sea Change https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change 

Bitcoin’s Resilience — https://ospreyfunds.io/newsletter/what-if-it-is-so-early/ 

Howard’s Blog — https://www.howardlindzon.com/ 

JC’s Blog — https://allstarcharts.com/blog/ 

Pearl’s Prime Cuts — https://primecuts.substack.com/ 

Riley’s Blog — https://popularprice.beehiiv.com/ 

Follow Us on Twitter

Howard Lindzon — https://twitter.com/howardlindzon 

JC Parets — https://twitter.com/allstarcharts  

Phil Pearlman — https://twitter.com/ppearlman 

Riley Rosebee — https://twitter.com/be_rosebee