Barron's Streetwise Worldcoin's 3000% Gain. Plus, Gold, Dividends and Wedgification.
17 snips
Sep 12, 2025 Companies are increasingly adopting crypto treasuries, which is driving share prices and transforming investment landscapes. A fascinating conversation about the rise of gold against Bitcoin highlights market dynamics. Humorous anecdotes about encounters with NBA legends lighten the investment discussions. Insights on dividend strategies and the contrasting impacts of buybacks add depth. Finally, the AI megatrend reveals surprising opportunities outside the tech sector, encouraging listeners to rethink traditional investment approaches.
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Tiny Stock's Overnight Crypto Surge
- Eightco Holdings jumped ~3,000% after announcing plans to accumulate WorldCoin and taking on high-profile backers.
- Jack Hough ties the move to influence from crypto-treasury mania and notable investors joining the story.
Crypto Treasuries Create A Copycat Boom
- Crypto-treasury companies buy and hold crypto, creating a new corporate business model that can re-rate stock prices.
- MicroStrategy's Bitcoin strategy inspired over 200 firms to adopt similar hoarding tactics.
Gold Outpacing Crypto And Stocks This Year
- Gold is outperforming Bitcoin and the S&P 500 year to date, up 39% versus Bitcoin's 22% and the S&P's 12% with dividends.
- Gold's appeal remains strong despite crypto's rise and is seen as a hedge against dollar debasement.
