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00:00 Introduction
00:50 Bitcoin 5 Years ago and Bitcoin Today
01:37 Where are you setting your mental stop loss on ETH if the merge goes terribly wrong like the BTC maxi’s claim it will?
01:49 ETH Stop Loss and Cost Basis
02:09 ETH:SOL Pair
03:02 Do you see Polygon’s zkEVM implementation and Ethereum 2.0 as a risk to Solana? Unless I am mistaken, these will help the 200lb gorilla scale and reduce costs?
03:26 Round 1: TPS
04:43 Round 2: Fees
05:40 Round 3: Technology
06:41 Round 4: Ecosystem
07:54 Round 5: DAUs & Breadth of dApps
08:44 Sol vs Eth Conclusion
09:11 Value Hunting
10:00 Thoughts on Solana and Jump Crypto Fire Dancer?
10:10 Firedancer
11:25 Will we need to upgrade/convert our ETH holdings to a new type of token when the merge occurs or can we leave our current ETH ERC 20 tokens in our wallets? What about other ERC 20 tokens like Link, Matic, etc?
11:48 The Merge = Transition from POW to POS
12:32 No Action Required
13:18 What do you think it will take before blockchain is used at scale by companies like Oracle, Amazon, or Microsoft? Will we ever talk about multi-chain like people do multi-cloud today?
13:39 Big Tech Investing Heavily in Blockchain
14:10 Will Blockchain be used by Tech Companies?
15:10 25% of ETH runs on AWS
15:47 But Blockchain Can Be used by Tech Companies to Disrupt TradFi!
17:09 How will Biden losing control of the Senate likely affect the US monetary policy and macro picture over next 2 years?
18:06 Lame Duck Periods 1967-2012 (45 Years)
19:23 The 2000’s Stocks Gain S&P500 gain during Lame Duck Sessions
19:50 Presidents, Parties and SPX Returns since 1945
20:19 Presidents, Parties and SPX Returns
21:01 Summary of Parties – Dems vs GOP
21:46 Expectation of Monetary Policy & Macro
22:47 I have been sitting on $400k cash because I want to buy more real estate in 3-9 mos. what do you think of this instead of deploying it into stocks and crypto?
23:05 Watch the 30 Year
23:21 New Home Sales Tanking
23:33 Home Affordability Lowest Since 1989
23:42 RE Sniping Time
24:30 Fourth Quarter Almost Always Best for Stocks
24:48 The Dilemma You Face
25:48 I know you grow investments to put 1/3 of your net worth into real estate. If you were just starting out & didn’t own any RE, would you still be 80% TSLA?
26:06 Clarification
27:11 If I had no Real Estate
27:49 Thoughts on Binance and their stability right now?
28:08 Binance Risk
28:32 Binance [USA] Pros and Cons
29:19 Top Exchange by Far
29:39 CZ is now Focused on the Right Things
30:10 Suppose fiat money went away and is replaced by a deflationary asset such as Bitcoin, how will banks conduct lending since interest needs to come from somewhere?
30:26 How Banks Will Conduct Lending
32:05 Helping Animals
