Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

00:31 Current Market Overview00:38 Discussion on Interest Rates and Market Impact02:22 Insights on the Economy and Market Trends04:11 Impact of Interest Rates on Tech Stocks04:35 The Nexus Between Macro and Crypto04:54 The Potential of Bitcoin ETF06:14 The Future of Bitcoin and Crypto Market14:30 The State of Tech Stocks and Market Divergence22:18 The Ethereum Ecosystem and DeFi29:20 The Rise of Solana and its Use Case30:38 The Importance of Decentralization in Crypto31:19 The Role of Solana in High Transaction Speeds31:41 The Impact of Digital Assets on Traditional Financial Systems33:18 The Potential Threat of Visa to Cryptocurrencies33:50 The Role of Visa in the Crypto Space34:30 The Future of Digital Assets and Traditional Banking35:13 The Influence of Macro Factors on Crypto35:39 The Impact of Treasury Announcements on Crypto38:14 The Role of the Fed in Interest Rates40:21 The Impact of Market Forces on the Economy55:00 The Future of Value Stocks in a High Interest Rate Environment Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

00:27 Meet the Hosts and Guests01:03 Inside the Courtroom: The SBF Trial01:46 The Press Perspective: Covering the Trial02:40 The Public's View: Overflow Room Experiences08:04 Witness Testimonies: Emotional Angles08:33 The Verdict: Reactions and Reflections32:43 Post-Trial Analysis: Media and Objectivity40:12 Looking Forward: Sentencing and Beyond43:59 Conclusion: Final Thoughts and Farewell Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

0:00 - Introduction1:00 – Kyle’s background & Studying finance at NYU4:20 - Starting MultiCoin fund in 20176:01 - Kyle's journey to discovering Ethereum15:01 – Discovering Solana18:05 – Idea generation and research routines21:00 – Multicoin’s CIO Process27:35 - Qualities Kyle looks for in founders37:40 – Managing volatility & future of Solana46:00 - Differentiation between Solana and Ethereum50:27 – SBF Effect52:12 – Potential of Render Network and GPU compute58:45 - Kyle's thesis on L1 vs L2 value capture1:05:20 - Conclusion Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

0:00 - Introduction1:20 - Is the U.S. in decline? Factors that contribute to national strength.5:00 - Challenges with political cohesion and debt levels in the U.S.8:00 - The importance of the rule of law and military strength.12:00 - Assimilating immigrants into American culture.15:00 - The value of tolerance and free speech on college campuses.20:00 - Entrepreneurial culture in the U.S. versus other countries.25:00 - Banking as an attractive investment sector. Opportunities in Puerto Rico.32:00 - Distressed commercial real estate opportunities.38:00 - Investment themes - nuclear renaissance, biotech, semiconductors/AI.46:00 - Bitcoin and digital asset outlook.55:00 - Importance of risk-adjusted returns in investing.1:05:00 - Slowing down AI development is seen as unethical by some.1:10:00 - Public market opportunities related to AI advancement.1:20:00 - Predicting the top 10 global companies in 5-10 years. Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

0:00 - Introduction1:02 - Crypto's impact on hardware pricing2:38 - Cloud vertical integration and power dynamics5:09 - Nvidia's competitive advantage8:01 - Broadcom's earnings from Google TPU orders11:29 - Vertical integration dynamics12:16 - ARM IPO and pricing19:25 - Capital cycles and AI investment22:30 - Chips Act and subsidies27:01 - AI "head fakes"30:10 - Geopolitics and supply chains35:10 - CHIPS Act allocation42:34 - Intel's government backing45:09 - Broadcom and VMware51:21 - Dylan's "secret sauce" research54:31 - Open source technology dynamics56:57 - Geopolitical winners and losers59:06 - OpenAI's suboptimal choices Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

Timestamps:00:00 Introduction and Welcome01:22 Bitcoin ETF Debate01:45 Guest Insights on Bitcoin Metrics03:31 Discussion on Bitcoin ETF Rejection Report05:56 Bitcoin's Impact on Wall Street07:37 Bitcoin ETF and Market Expansion09:29 Bitcoin ETF and Trading Behavior21:23 Bitcoin ETF and Miner Selling24:07 Bitcoin ETF and Volatility26:46 Bitcoin ETF and Macro Factors31:39 Discussing Market Expectations and Economic Factors32:12 Reflecting on Previous Market Cycles and Black Swan Events32:50 Exploring the Impact of Bitcoin ETF and MSTR33:39 Analyzing the Role of MSTR and Potential Market Shifts34:24 Considering the Influence of Macro Factors and Geopolitical Risks37:26 Debating the Potential Impact of Regulatory Changes40:51 Discussing the Role of Asset Managers and ETF Issuers51:54 Examining the Influence of Retail Interest and Meme Coins59:21 Concluding Thoughts and Future Market Predictions Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

0:00 - Introduction2:54 - Discussion of SEC legal matter6:54 - Regulation by enforcement in digital assets12:54 - Did Gensler make a "left turn"? Speculation on political influences15:34 - Overall arc of market execution over the years22:44 - Misconception around market-making23:04 - Explaining market making and "infinite liquidity"28:44 - Flash Boys book and misconceptions about HFT31:24 - How retail brokers route orders and assess execution quality35:54 - Payment for order flow40:44 - Market making during volatile events42:54 - Investment thesis behind Virtu's stake in IEX exchange45:54 - Prospects for a Bitcoin ETF approval under Gensler49:54 - Impact of AI/machine learning on trading52:44 - Doug's journey from lawyer to Virtu CEO58:54 - Growth trajectory and key milestones for Virtu1:11:54 - Doug's approach to hiring and leadership1:16:54 - Owning the Florida Panthers hockey team1:20:54 - Doug's perspective on Virtu stock valuation Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

Timestamps: 00:00 Introduction and Overview00:27 Unveiling the Panelists00:57 Discussion on Digital Assets and Market Trends02:46 Insights from the Permissionless Conference03:10 The Future of NFTs and Digital Assets06:46 The Role of Institutions in Crypto07:15 The Impact of Regulatory Constraints07:42 Market Sentiment and Future Predictions15:39 The Convergence of Blockchain Technologies18:20 The Influence of Crypto on Global Wealth20:00 The Future of Blockchain Applications23:20 The Impact of Billionaires on the Crypto Space23:40 The Dichotomy of Revolutionaries and Fundamental Investors in Crypto24:11 The Role of Banks in the Crypto Space24:58 The Difference in Values Between Early and Late Crypto Adopters25:37 The Future of Crypto: A Clash of Old and New Investors26:08 The Shift from Traditional Finance to Crypto27:37 The Rise of Wallet as a Service29:03 The Future of Wallets and Onboarding Users36:33 The Evolution of L2s and L3s in the Crypto Space45:11 The Role of Institutions in the Crypto Space46:27 The Future of On-Chain Trading47:32 The Intersection of Crypto, Economics, and Mathematics Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

Timestamps:00:00 Introduction and Guest Introduction00:29 Getting to Know the Guest: Frank Rotman04:16 Frank's Journey and Lessons from Capital One10:50 Building Trust and Relationships in Business15:11 Understanding the Role of a Venture Capitalist19:38 The Art of Delivering Bad News to Founders24:22 The Importance of Founder-Market Fit29:30 The Role of a Chief Investment Officer in Venture Capital32:53 The Process of Making Investment Decisions38:28 Understanding the Venture Capital Investment Process45:14 The Investment Decision Process46:01 The Role of Team Dynamics in Investment Decisions46:32 The Organic Nature of Investment Decisions47:03 The Superpowers of Investment Team Members48:00 The Challenge of Disagreements in Investment Decisions48:54 The Importance of Passion in Investment Decisions50:22 The Investment Funnel Statistics01:06:28 The Role of Social Media in Investment Decisions01:10:07 The Outlook for Venture Capital01:23:24 The Role of AI and Digital Assets in Investment Decisions01:28:29 Concluding Remarks   Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

Time Stamps: (0:00) - Introducing Marc Weill(1:45) - How Marc views the world today(4:20) - Productivity & 3D Printing(6:45) - Is this the time to be more cautious on risk?(8:25) - Did 0% rates lead to misallocated capital?(11:29) - Marc’s take on Barbell investing(15:11) - Non-consensus ideas, processing, investments and human nature(23:58) - Risks and advantages of autocracy and free markets.(29:30) - On Banks: Operations, Regulations and Jamie Dimon(33:40) - Big banks are too big to fail and operate, a case for tech giants to enter.(37:07) - Marc’s insights on health and longevity Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth