Is character really destiny?

Elon Musk vs Donald Trump: Which stocks will suffer most from this lover’s quarrel? Which investments have better than ever odds? Badger and Monkey pontificate and make some portfolio moves. Was this inevitable? Are we missing something important? Pipe up, ye chipmunks!

Segments:

00:00 Introduction

02:30 Trump and Musk's Character

08:03 Our Break-Up Prediction Came True

11:11 How does this impact Tesla? $TSLA

16:25 SpaceX

19:52 Rocket Lab & Blue Origin $RKLB

20:37 AST Space Mobile $ASTS

25:13 EOS Energy? $EOSE

26:43 Does the US Need a New Centrist Political Party?

27:49 Key Takeaways

28:53 The Big Beautiful Spending Bill

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If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

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SUPPORT THE SHOW AND BECOME A PATREON:

https://patreon.com/wallstreetwildlife

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Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:

⁠⁠x.com/7LukeHallard

⁠x.com/7FlyingPlatypus

Wall Street Wildlife is also on Instagram @wallstreetwildlife

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FinChat is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Get 15% off any premium plan with:

https://finchat.io/wildlife

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r

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To use the same portfolio tracking tool as Luke, check-out:

⁠https://www.portseido.com/?fpr=lukehallard

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Monkey’s “Zen, Nietzsche, How to Live” Substack:

http://firephilosophy.substack.com

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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

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In this special episode, Krzysztof takes Luke (and us) on an eye-opening journey through the revolutionary potential of blockchain technology. Forget everything you think you know about crypto - this isn't about meme coins or get-rich-quick schemes. This is about the fundamental architecture of the internet's future.

🧠 What is Crypto Really? - the shocking truth: crypto isn't just digital money, it's an entirely new form of computing that runs on software, not hardware. Think of it as a distributed computer that no single entity can control or shut down

📊 Serious Tokens vs. Casino Coins - How to distinguish between speculative meme tokens and legitimate blockchain networks that can be valued like stocks using traditional metrics (P/E ratios, cash flows, growth)

⚡ Chainlink: The Infrastructure Play - Why decentralized finance (DeFi) as inevitable and how Chainlink enables the entire ecosystem to function without traditional financial intermediaries

⚔️ Why platforms like YouTube, Facebook, and X are "broken foundations" that extract maximum value from users while giving them zero ownership. The pattern is always the same: attract users, then "turn evil" once they have monopoly power

🔓 From "Don't Be Evil" to "Can't Be Evil" - How blockchain technology mathematically prevents the centralized control that allows platforms to change rules, demonetize creators, or shut down accounts without explanation

💰 The Take Rate Revolution - Compare YouTube's 45% cut and Facebook's near 100% take rate to Ethereum's 0.06%. What happens when the middleman's massive profits get redistributed back to creators and users?

🎵 Musicians vs. Spotify: A New Hope - Why 98% of musicians can't make a living on current platforms, and how blockchain networks could code fair revenue sharing directly into the system

🎮 Gaming Gets Real - How gamers could actually own their digital assets and earn real money from their skills, rather than enriching platform owners while getting nothing in return

🛡️ Fighting the AI Dystopia - As AI threatens to create an "overlord" scenario where humans become digital slaves, blockchain offers a credible alternative to maintain human ownership and control

🔮 The 1999 Moment - Why we're at the exact same inflection point as the early internet: the technology is ready, developers are building furiously, and the political environment finally supports innovation

🌍 Ownership Revolution - The radical idea that digital ownership should mirror physical ownership. Why do we own cars, houses, and books in the real world, but own absolutely nothing in the digital spaces where we spend most of our time?

Segments:

00:00 Introduction

05:44 Remember the Internet in 1999?

10:35 Networks: The Internet's Killer App

17:16 What Is Crypto? (Not What You Think)

26:21 Corporate Networks: The Clear Villain

37:47 Tokens & Community Ownership

54:18 Fair Revenue Distribution for Creators

1:03:24 AI vs. Blockchain: Fighting Dystopia

1:11:31 Why This Matters for the Future

1:14:19 Final Thoughts & Developer Migration

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If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

**********

SUPPORT THE SHOW AND BECOME A PATREON:

https://patreon.com/wallstreetwildlife

**********

FinChat is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Get 15% off any premium plan with:

https://finchat.io/wildlife

**********

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r

**********

Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

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