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Every few months, the market hands out free money…just have to listen, open your window and stick your basket out.

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🔮Chamath calls Bitcoin dropping under $100k From Episode 250, recorded Nov. 6 2025: “Bitcoin is about to break through $100k to the downside, which I think is a psychological barrier that probably has another 5-10% more to run.” “There's a dispersion happening in the Mag 7 as of this past quarter earnings.” “There's been a total decoupling.” “It used to be the case that as goes Main Street, so goes Wall Street, or vice versa.” “The unfortunate reality is that there's a handful of companies that are so highly valued that they drag the entire indices forward, even though underneath the waterline you're leaving 493 companies behind.” “And the reality is that those companies, that more accurately reflect what's happening to middle income America, are not doing so well.”

theallinpod ↗
Library as of 2026-11-01