Special guests Joe McCann and Ryan Rasmussen joined us this week to break down the meme coin phenomenon, Solana's rise, Bitcoin's potential as a national reserve, and the future of decentralized finance. We explore:

• The explosion of meme coins and why they're capturing retail attention

• How Solana is challenging Ethereum's dominance

• The potential for Bitcoin to become a strategic national reserve

• The role of blockchain transparency in trading strategies

• Why traditional finance is watching the crypto space closely

• The technological advantages of Solana over Ethereum

• The seasonality of crypto markets and what it means for investors

Recorded live on Tuesday, November 12th

Charts: https://docs.google.com/presentation/d/18AoVyBwYzO6CTMRcLXRJmSLR020SyesadrlE8ogaNso/edit?usp=sharing

Skip Ahead:

(00:00) Introduction and Guest Lineup

(02:06) Diving into Meme Coins

(05:42) Comparing Meme Coins and NFTs

(08:33) The Role of Culture and Speculation

(10:21) Decentralized AI and Tokens

(14:48) Transparency in Traditional Finance vs. Crypto

(20:30) A Lively Debate on Future of Finance and Meme Coins

(27:19) Explaining the Popularity of Meme Coins

(32:46) On-Chain Analytics and Smart Wallets

(36:10) Bitcoin as a Strategic Reserve

(40:59) Solana vs. Ethereum: The Battle for Dominance

(45:22) Technological Advantages of Solana

(51:51) Trends with No Friends: Flutter Entertainment

(53:52) Avoiding Seasonal Weight Gain

Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael Parekh - https://stocktwits.com/MParekh

• Joe McCann - https://x.com/joemccann

• Ryan Rasmussen - https://x.com/RasterlyRock

• Riley - https://stocktwits.com/coloradoriley

• Production and Marketing - https://penname.co/

Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

This week Mike Dudas joins us to cover the resurging crypto market and we explore Axon's innovations in public safety with Josh Isner. We cover:

• The psychology behind Bitcoin's surge and its impact on altcoins

• Axon's journey from Taser to a $40 billion tech powerhouse

• The role of AI and VR in transforming police training

• Geopolitical tensions affecting the semiconductor industry

• Shopify's comeback and the evolving e-commerce landscape

Recorded live on Tuesday, November 12th

Charts: https://docs.google.com/presentation/d/1xjezdHNhb3jo6XpAwREJiu__ml65zfthpkdmQXs7eHE/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Introduction and crypto market update

(01:50) Bitcoin hitting new all-time highs

(09:16) Mike Dudas on crypto market dynamics

(17:37) Why we’re long meme coins

(21:18) Altcoins waking up

(23:33) Solana

(26:29) 2025: What Mike is loving in Crypto

(30:41) The resilience of Bitcoin

(33:23) Josh Isner introduces Axon and its mission

(36:27) Axon’s $45.53B market cap

(38:13) International expansion and product development at Axon

(44:46) The worst part about being a public company

(46:09) Taser consumer products and market demographics

(58:21) Michael Parekh on Taiwan Semiconductor and geopolitical tensions

(01:03:20) JC's technical analysis of semiconductor stocks

(01:06:46) Shopify's resurgence and e-commerce trends

Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael Parekh - https://stocktwits.com/MParekh

• Mike Dudas - https://x.com/mdudas

• Josh Isner - https://x.com/JoshIsner

• Riley - https://stocktwits.com/coloradoriley

• Production and Marketing - https://penname.co/

Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

On this election day special, we dive into the potential market impacts of the U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover:

• How different election outcomes might affect Bitcoin and the broader crypto market

• The future of Ethereum and its role in the financial system

• Palantir's recent surge and the power of effective storytelling in the markets

• The potential $9 trillion investment in AI compute and its implications

• The changing landscape of crypto investing with the introduction of ETFs

• Market sentiment on election day and how to navigate potential volatility

• The importance of education and responsible investing in the crypto space

Recorded live on Tuesday, November 5th

Charts: https://docs.google.com/presentation/d/1iBA6QkOnd40bqKWeTmjoWvBE0MEbQ3eAjgav4dG0x94/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Welcome to election day

(02:10) Stocktwits polls and market sentiments

(05:35) Crypto market reactions to election outcomes

(16:37) Ethereum's future

(18:57) Israel's stock market and tech innovations

(21:29) Palantir's success and market storytelling

(30:34) Pre-election jitters, behavioral economics, and human flaws

(33:58) The role of futures and individual stocks

(38:40) Sentiment composite

(41:44) Bitcoin ETFs and a look at Microstrategy

(48:52) AI and compute investments

(55:38) Phil's note to the 'losers' of the election

(58:28) Trends with No Friends: Frontdoor

Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael Parekh - https://stocktwits.com/MParekh

• Zach Pandl - https://x.com/lowbeta_

• Riley - https://stocktwits.com/coloradoriley

• Production and Marketing - https://penname.co/

Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/