From a $1.5M poker win against Phil Ivey to a front-page war with Mark Zuckerberg, the boys share their unbelievable origin stories. We then dive into the "Microstrategy for Ethereum" playbook and explain why the current crypto bubble could dwarf 2021.
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Episode Highlights:
🤯 Alfalfa Lore Drop: $1.5M vs. Phil Ivey & a Zuckerberg media war
📈 ETH to $30K?! The “free money” trade and gamma squeeze setup
💰 Crypto’s Hostile Takeover: ETH treasuries & the Saylor playbook 2.0
🤖 AI Clones: A Tony Robbins twin & the rise of digital companions
🧠 Merge with AI? Neuralink babies, cyborg futures & theocracy talk
🚗 Lyft’s First Ride: Fist bumps, pink mustaches & startup chaos
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Timestamps:·
· 00:00 - Intro: Feeling Poor in Aspen
· 02:50 - Fart Coin & The Pengu Payout a.k.a Crypto Betting
· 05:52 - Kubera: The Best Tool to Track Your Entire Net Worth?
· 11:45 - Arman's Big Launch: The Tony Robbins AI Twin & A PR Masterclass
· 23:28 - AI Companions, Grok's Waifu & The "Dopamine Doom Loop"
· 29:30 - MAIN TOPIC: The Ethereum Treasury Playbook (YHC, SBET)
· 33:34 - How Robert Leshner Bought a Public Company to Create "GameStop for ETH"
· 39:44 - Dissecting The Flywheel: Will The ETH Treasuries Collapse?
· 46:28 - Why ETH's Supply Squeeze Creates a Powder Keg
· 48:01 - Gamma Squeeze Incoming? The Options Game on Top of The Playbook
· 53:08 - Bull Case: Why This Cycle Could Dwarf 2021
· 01:06:07 - The Neuralink Debate: Should You Wait for Brain-Computer Interfaces to Have Kids?
· 01:17:20 - Future Humans: Merged Cyborgs vs. Naturalist Luddites
· 01:26:36 - LORE SEGMENT: The Origin Stories
· 01:27:41 - Eric's Lore: Learning from a $5B BlackRock Portfolio Manager
· 01:33:20 - Arman's Lore: "I Was The First Ever Lyft Passenger"
· 01:38:10 - Stephen's Lore: Getting Hired by Ray Dalio & Winning $1.5M from Phil Ivey
· 01:52:50 - Nick's Lore: My All-Out War with Zuckerberg's Facebook
· 02:05:50 - Outro & Share Your Lore
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