MI166: Bitcoin Conference Recap w/ Blue Colla...

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ...  Show more

Daniel Mahncke and Shawn O'Malley follow up last year's TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:29 - Eric’s thoughts on the Bitcoin Miami conference. 03:50 - Eric’s overview of the world economy. 07:12 - Eric’s background in finance and how he found Bitcoin. 24:51 - What are the common questions he hears from high net worth individuals abou ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:36 - What are some of the most important things happening in the Bitcoin space right now? 08:18 - Thoughts on paper Bitcoin and the impacts moving forward. 14:40 - Thoughts on GBTC discount to NAV. 29:19 - Pierre's thoughts on the Taro protocol f ...  Show more

IN THIS EPISODE, YOU’LL LEARN: What Elon Musk's impact will be w/ Bitcoin Bitcoin energy concerns Bitcoin centralization concerns Bitcoin Payment times Stanley Druckenmiller's comments on the dollar losing global reserve status How are corporate boards viewing the Bitcoin volatil ...  Show more