Market Mondays MM #279: Stocks On Fire, Bitcoin Breaks Records, OpenAI x AMD Team Up, & Jack Dorsey's Invest Fest Interview
13 snips
Oct 7, 2025 
Jack Dorsey, the visionary founder of Twitter and Block, shares insights from his conversation at InvestFest. He emphasizes the importance of decentralization and open protocols for the future of technology. Dorsey discusses Bitcoin's potential as a third option alongside traditional currency, stressing the need for peer-to-peer transactions. He also dives into the evolution of Cash App and how entrepreneurs can harness AI without fear. With his focus on customer value, Dorsey inspires a new generation to innovate while ensuring transparency and reliability.
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Gold As A Macro Hedge
- Gold is acting as a strong hedge amid macro uncertainty and could keep rising without extreme new money printing.
- Ian Dunlap predicts continued gold strength unless central banks return to heavy QE like 2008β2020.
AI's Circular Infrastructure Economy
- OpenAI's investments into AMD and Nvidia form a circular infrastructure economy that scales AI adoption.
- Troy and Ian argue partnerships across hardware, interconnects, and cloud create a durable moat for AI growth.
Follow The Money In AI
- Follow partnership flows and cap-table moves to find investment opportunities in the AI stack.
- Track which firms provide chips, interconnects, and cloud to see who benefits as AI scales.
