BTC116: Bitcoin Ordinals and NFTs on Layer 1 ...

Kyle Grieve and Shawn O’Malley analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day. They unpack how leasing tower space to carriers creates durable recurring revenue, why its stacked competitive advantages form one of the ...  Show more

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Meta as a leading AI-powered advertising platform. Tobias breaks down Booking Holdings and whether its travel moat can withstand the rise ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 0:41 - What Bitcoin mining is 9:36 - How to value Bitcoin and where Bitcoin all began 28:46 - What can happen if the government steps in and regulates Bitcoin 30:53 - How banning Bitcoin works 34:41 - What the most common misconceptions about Bitcoi ...  Show more

Clay and Robert chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, and much much more! Preston is a leading voice in the Bitcoin space, ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 03:30 - Dan, Josh, and Clay’s general thoughts on the Bitcoin Conference. 06:04 - Their takeaways from The Billionaire Capital Allocators discussion at the conference. 17:35 - How Samson Mow is playing such a huge role in the Bitcoin space. 22:12 - ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 00:43 - Current issues we see in the current macro environment. 07:46 - Why Bitcoin adoption is accelerating. 09:32 - Why Bitcoin is so volatile. 15:34 - What makes Bitcoin valuable. 16:14 - What Bitcoin adoption has looked like over time. And much, ...  Show more