Wall Street Wildlife Investing Podcast E102: Crypto Wipeout: How Millions Were Lost in Minutes + Trimming Rocket Lab & Axon
Another wild week on Wall Street! We're pulling back the curtain on the brutal reality of red days, a historic crypto massacre, and the tough decisions we're making in our own portfolios right now.
📉 Surviving the Sell-Off: For every massive gain, there's a painful drop. We get transparent about handling portfolio pain and why community is your best defense when the market turns against you.
⚠️ Crypto's Great Liquidation: Millions in crypto vanished in minutes. Krzysztof explains the catastrophic leverage event that wiped out traders and the harsh lesson of perpetual futures contracts.
🎯 Portfolio Shake-Up: The Badger is making moves. Luke reveals exactly why he’s trimming his huge Rocket Lab winner plus Axon, exiting Airtel Africa, and adding to his Novo Nordisk position. $RKLB $AXON $AAF $NVO
💰 Is PayPal a Trap?: Krzysztof uses Fiscal AI to go deep on PayPal. Are massive share buybacks and 45%+ Venmo growth signals of a massively undervalued giant, or is the market right to be scared? $PYPL
🧠 FU Money Isn't What You Think: The Monkey's portfolio has rocketed to a 877% one-year gain, but the real lesson isn't about the money. We discuss why true financial freedom is about controlling your time, not just quitting your job.
Segments:
00:00 Cold Open - Surviving Market Pain
00:50 Welcome to Wall Street Wildlife
01:27 Vodafone Outage & Single Points of Failure
05:14 Monkey's First Spiffy Splat - Down Over 1,000 Bananas
10:30 The Crypto Liquidation Massacre - Friday's Wipeout
16:53 Why Leverage Kills: The Math of Getting Wiped Out
22:09 Luke's Portfolio Rebalancing Decisions
24:20 Trimming Rocket Lab - When Your Conviction Gets Tested
26:15 Exiting Axon Enterprise - Loving the Company vs. The Numbers
29:50 Selling Airtel Africa & The "Would You Buy It Today?" Test
31:15 Adding to Novo Nordisk - The GLP-1 Pill Thesis
33:45 PayPal Research with Fiscal AI
42:42 Wall Street Wildlife Betting History
44:56 877% Gains - FU Money & Life Choices
50:25 One Battle After Another vs Tron Ares
53:16 Wrap Up - Sunday Releases & Patreon Early Access
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If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1
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Monkey’s “Zen, Nietzsche, How to Live” Substack:
http://firephilosophy.substack.com
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To use the same portfolio tracking tool as Luke, check-out:
https://www.portseido.com/?fpr=lukehallard
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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
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Keywords:
Stock Market, Investing, Portfolio Management, Crypto Liquidation, PayPal Stock, Value Investing, Market Crash, Personal Finance, Stock Analysis, Rocket Lab Stock, RKLB, Novo Nordisk Stock, NVO, Axon Stock, AXON, PYPL Stock, FiscAI, Perpetual Futures, Leverage Trading, Rebalancing Portfolio, How to Survive a Market Downturn, Investing Psychology, Venmo, Share Buybacks