Dave Lee on Investing

Bitcoin, Ethereum, Solana w/ InvestAnswers (Ep. 442)


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I'm joined by James from @InvestAnswers as we discuss the future of Bitcoin, Ethereum, Solana, Dogecoin, Shiba Inu, Cardano, Axie Infinity, and more.
InvestAnswers Youtube channel: https://www.youtube.com/InvestAnswers/videos
InvestAnswers on Twitter: https://twitter.com/invest_answers
Timestamps:
0:00 - Intro
0:54 - Top Crypto Assets - BTC, ETH, SOL
1:09 - % allocation between real estate, stocks and crypto
2:35 - Where does past experience with analysis come from?
4:23 - How do you model valuation on crypto?
9:55 - Can Ethereum flip Bitcoin?
12:40 - Is proof of stake good enough for store of value?
16:25 - How to predict crypto cycles? Bitcoin having?
19:40 - Buying the Bitcoin dip
20:45 - Inflation
28:50 - Dogecoin, Shiba Inu, and alt coins?
35:38 - Power of the meme vs fads
37:03 - How big can gaming/metaverse on blockchain be? Potential players?
39:36 - Kill user cases in Defi
43:13 - Do you lend or stake your crypto?
49:07 - Why Cardano (ADA) price been stagnant lately?
52:50 - Solana thoughts (vs Ethereum)
58:00 - Who will disrupt banks?
Social
🐦 Twitter https://mobile.twitter.com/heydave7
🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram https://www.instagram.com/heydave7
Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
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Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

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