Not Investment Advice

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

Jan 5, 2022

01:17:38

Creator website

Episode guests

Jack Butcher

Bilal Zaidi

Trung Phan

Highlights

AI Chapters

Episode notes

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

02:25

Is It a C M B C?

02:13

Blackberry - The Mistakes They Made

03:33

Introduction

3min

Cryptocurrency

5min

Crypto and Gaming Are Kind of Inevitable

2min

Investing in Cryptocurrencies

3min

The Meta Game of Cryptocurrency, Right?

4min

Gaming Is Just One Microcosm of This

2min

Toad Summer, Do You HO Hos Back in the Game?

2min

The Rise of China and What's Going to Happen?

2min

The China Plus One Strategy

2min

10.

Cryptopunks, What's the Floor Price?

4min

11.

Is This a Trend?

3min

12.

Is It a C M B C?

2min

13.

Real Estate

3min

14.

Board Apes

1min

15.

The Sun Rooms Are Back

2min

16.

Are You Using Google AdWords to Rebalance Your Portfolio?

3min

17.

Then, I'm in the Same Boat, Lovina.

2min

18.

Investing in Cryptocurrency

4min

19.

You Get Rich Sowing Early

5min

20.

The Most Valuable Product in the Didra World?

4min

21.

What's the Most Expensive iPhone?

2min

22.

The Western Union Guy, Iya Fulins Will Never Work

2min

23.

What's the Worst Prediction?

3min

24.

What Was Your First Moba Phone?

2min

25.

Is Blackberry Going to Stop Supporting Text Cells?

2min

26.

Blackberry - The Mistakes They Made

4min

27.

The Best Example of a Company Growing on Top of Someone's Platform?

2min

28.

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

2min

29.

I'll Be on Dante, So Nine 20 Eastern.

3min

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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