This week, we're back with Daniel Shapiro from Blockworks Research for our annual deep dive into Chainlink $LINK. The partnerships are massive, the tech is cutting-edge, yet the price is flat. We investigate: Is this the "AWS of Finance" moment, or a value trap?

🏦 DeFi vs. The World: Forget the crypto casino. We uncover why the world's largest institutions are racing to move trillions of dollars on-chain, from instant settlements to banking the unbanked.

⚡ The Great Bridge: Chainlink isn't replacing Swift, it’s supercharging it. Discover why partnerships with MasterCard, BlackRock, and the DTCC are the ultimate signal that the "Internet of Contracts" is finally here.

🤖 The Oracle for AI: As autonomous agents rise, they need truth. We explore a futuristic thesis: Could Chainlink become the verification layer for the entire AI economy?

💰 The Investor’s Dilemma: Why do the smartest analysts love LINK while the market ignores it? We tackle the psychology of holding infrastructure plays and whether you should buy the dream or wait for the revenue.

📊 The 2026 Inflection Point: With new regulations (Genius Act, Clarity Act) and the Trump administration support, we map out Sergey Nazarov’s timeline. Is the "show me the money" era finally approaching?

🎯 Trillion Dollar Opportunity: We debate the ultimate bull case: is comparing Chainlink to a 1999 investment in Microsoft and Nvidia valid, or is Krzysztof overdosing on hopium?

You can find more from Daniel Shapiro at: x.com/_dshap

Segments:

00:00 Introduction and Guest Welcome

04:08 What is DeFi Really Worth?

10:46 Chainlink's Year of Announcements

20:32 Swift Partnership and CRE Launch

32:19 Market Corruption and Blockchain Transparency

37:29 The Management Question: Trust Without Disclosure

45:26 Comparing Chainlink to Tech Giants

52:15 AI, Consensus Computing, and New Use Cases

01:03:57 Competition and the Layer One Debate

01:13:30 The Investor's Playbook: When to Buy

01:20:15 Final Thoughts and Annual Check-In Tradition

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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:

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

Get 15% off any premium plan with:

https://fiscal.ai/wildlife

**********

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

http://firephilosophy.substack.com

**********

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

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

**********

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

**********

Fed up with the stock market giving you a hard time?

- Invest like seasoned pros with over 40 years in the game

- Discover the world's leading companies

- Sharpen your best investing practices and ditch the worst

- Learn how to start investing

- Essential investing principles to boost your returns

Keywords

Chainlink, LINK token, Real World Assets, RWA Crypto, Tokenization, DeFi 2025, Blockworks Research, Daniel Shapiro, Sergey Nazarov, Swift Blockchain, DTCC Crypto, Crypto Infrastructure, Altcoin Gem, Crypto Investing Strategy, Chainlink Price Prediction, Web3 Oracle, BlackRock Crypto, Institutional Adoption

Welcome to the Deep Investing Jungle! This week, the Badger is furious, the Monkey is pivoting, and the robots are taking over our research workflow. Here is what we're covering under the jungle canopy:

🎰 The Gamification of Debt: Luke unleashes his claws on a new Silicon Valley startup backed by a16z that turns credit card debt into a sweepstakes. Is this the most morally bankrupt business model we’ve seen yet?

📉 The PayPal Pivot: Krzysztof admits defeat on his PayPal thesis. We break down the psychology of selling at a loss to buy a high-conviction winner, and why he moved his bananas into UiPath. $PATH $PYPL

🤖 Alpha Alert: Stop drowning in tabs. The Monkey reveals his new "NotebookLM" workflow that uses AI to synthesize hours of earnings calls and reports into instant insights. This is a game-changer for retail investors.

🚀 Rocket Rumors: Is SpaceX about to IPO? We discuss the latest whispers, plus a critical update on the AST SpaceMobile vs. Starlink duopoly and the upcoming launch. $ASTS

🥂 Holiday Hijinks: Mark your calendars for the Wall Street Wildlife Holiday Live Stream, plus our first-ever real-world meetup in Vegas!

Segments:

00:00 Introduction - Covered App Controversy

03:20 The Predatory Business Model Exposed

12:46 Gambling Ethics & PolyMarket

19:10 Monkey's PayPal Trade: Avoiding Sunk Cost Fallacy

32:00 AI Research Workflow Revolution with Notebook LM

47:10 SpaceX IPO Rumors Analyzed

54:18 AST SpaceMobile Duopoly Developments

55:50 How to Make a New Investor at Christmas

01:00:20 Holiday Livestream Plans

01:03:27 Vegas Meetup Announcement

**********

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://wallstreetwildlife.com

**********

Follow us at:

⁠⁠x.com/7LukeHallard

⁠x.com/7FlyingPlatypus

**********

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

Get 15% off any premium plan with:

https://fiscal.ai/wildlife

**********

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

http://firephilosophy.substack.com

**********

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

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

**********

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

**********

Fed up with the stock market giving you a hard time?

- Invest like seasoned pros with over 40 years in the game

- Discover the world's leading companies

- Sharpen your best investing practices and ditch the worst

- Learn how to start investing

- Essential investing principles to boost your returns

Keywords

Wall Street Wildlife, Investing Podcast, Covered Startup, Predatory Lending, Gamification of Debt, Andreesen Horowitz, PayPal Stock Analysis, PYPL stock, UiPath Stock, PATH stock, Sunk Cost Fallacy, NotebookLM for Investors, AI Investing Tools, SpaceX IPO, Starlink vs ASTS, AST SpaceMobile, Robinhood Gold, Stock Market News 2025.

🎁 Stop Buying Landfill, Start Building Empires. This holiday season, ditch the plastic toys that end up in the trash by January. We show you how a simple $200 investment today can compound into college tuition, a house deposit, or a debt-free future.

💰 Stocks > Socks: The 30-Minute Setup. We break down the exact steps to open custodial accounts (UGMA and Junior ISAs) and start investing for the kids in your life. It's easier than you think — you can literally set this up while listening to this episode.

⏰ Time is the Ultimate Superpower. Starting at age 3 versus age 30 changes the math entirely. We analyze how Gold has performed vs. the S&P 500 over the last 15 years, and prove why the stock market crushes almost every other asset class over time.

📚 The "One & Done" Portfolio: VOO vs VWRP For the complete investing rookie: We reveal exactly which index funds to buy. We keep it dead simple — one account, one investment, life-changing results.

🎯 Advanced Mode: Ownership Thinking For kids 8+, learn how to use brands they already love (like Lululemon, Apple, and Roblox) to teach them how to think like owners, not just consumers. $AAPL $RBLX $LULU

👨‍👩‍👧 The Family Wealth Team. How to coordinate with grandparents, aunts, and uncles to contribute to one investment account instead of drowning your house in more plastic junk.

🚀 The 18-22 Year Old Playbook. A special shoutout to the young adults: How to open your first brokerage account and start your wealth-building journey immediately.

Here's our custom ChatGPT prompt to make the setup foolproof!

Paste the following into your preferred AI model. Don't forget to update the three user context variables to specify your country, investment amount, and child's age!

"You are an expert, meticulous financial assistant providing high-quality, actionable, step-by-step guidance on setting up an investment account for a minor.

**GOAL:** Generate a structured, compliance-aware, step-by-step guide for setting up a tax-advantaged investment account for my child.

**USER CONTEXT:**

1. **Country:** UK

2. **Target Initial Investment:** £500

3. **Child's Age:** 5 years old

**CONSTRAINTS & OUTPUT FORMAT:**

1. **Audience:** Treat the user as financially literate, but an investing beginner.

2. **Output Structure:** The response MUST be a detailed, numbered step-by-step process.

3. **Broker Recommendation:** Provide three recommended brokers that operate in the specified market, provide the recommended account type, and offer the recommended product. Prioritise low fees.

4. **Execution Detail:** For the 'Investment Step', provide the exact order type (e.g., market order, limit order), the specific investment amount (using the amount provided above), and a concise one-sentence justification for the chosen investment product (VWRP/VOO/etc.) based on global diversification and low-cost passive tracking.

5. **Next Action:** The final step must be titled "Post-Setup & Long-Term Action" and must mention setting up a recurring contribution (e.g., monthly direct debit) AND the critical action of checking the account's dividend/distribution setting (e.g., for UK: ensure it is an 'Accumulating' share class).

**Generate the full, detailed, step-by-step setup guide now.**"

Segments:

00:00 Introduction: Stocks Are Better Than Socks

02:00 Why Material Gifts Fail

06:58 Gold vs S&P 500: Why Stocks Win Long-Term

13:45 Getting Started: US Custodial Accounts (Fidelity/Schwab)

16:13 UK Version: Junior ISA Setup (AJ Bell)

21:54 What to Buy: VOO and VWRP Explained

26:35 Advanced: Stock Picking with Kids

34:45 Investment Accounts for 18-22 Year Olds (plus adults!)

37:57 The Nintendo Gift Combo Strategy

41:00 Final Call to Action

**********

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

**********

🎉 The Community Portfolio Goes LIVE! Today is a historic day for Wall Street Wildlife. We're deploying capital into the first five stocks chosen entirely by YOU. Can the "Wisdom of the Crowds" outperform the Badger and the Monkey in Year 3 of King of the Jungle? The experiment begins now!

💊 Novo Nordisk Deep Dive: The GLP-1 king was the community's #1 draft pick, despite a brutal 50% drawdown. We analyze the bull case for weight loss drugs, the incoming oral pill revolution, and if this falling knife is finally safe to catch. $NVO

🫀 TransMedics: "Organ in a Box" technology that is saving lives and compounding capital. Is this razor-and-blades model the next Intuitive Surgical, or priced for perfection? $TMDX

🍋 Lemonade’s AI Revolution: A digital-native insurer that doesn't make you hate yourself. We debate if AI underwriting and a millennial-first brand can actually disrupt the legacy dinosaurs. $LMND

💳 PayPal: Turnaround or Trap? The community voted for value, but the market hates the uncertainty. We look at cash flows, aggressive buybacks, and the Google partnership to see if the bottom is in. $PYPL

📊 The Trade Desk Fight: Down massively from its highs, this ad-tech giant splits the hosts. Will "Agentic AI" kill traditional ads, or is this a generational entry point? Monkey demands answers! $TTD

🎲 Monkey’s Genius Group Gamble: Krzysztof breaks down his controversial micro-cap bet on $GNS and the alleged naked shorting schemes. Is this David vs. Goliath, or is Monkey just throwing bananas in the casino?

🎮 The Traitors Confession: Luke gets absolutely destroyed by a 16-year-old in a weekend long social deduction game. If he can't spot a Traitor, can he spot a fraud? (The answer is concerning).

👨‍👩‍👧 Christmas Investing for Kids: Forget plastic toys. We're planning a special guide on starting your child's wealth journey. Send in your questions now!

Sources:

Genius Group analyst: https://x.com/TheRealWyckoffG

Segments:

00:00 Cold Open - Casino Bet or Investment?

04:00 Community Portfolio Introduction

04:43 The Voting Results Revealed

05:46 Stock #1: Novo Nordisk - GLP-1 Giant or Falling Knife?

18:40 Stock #2: TransMedics - The Organ Transplant Revolution

25:33 Stock #3: Lemonade - AI-Powered Insurance Disruption

33:16 Stock #4: PayPal - Value Play or Value Trap?

40:06 Stock #5: The Trade Desk - Monkey's Big Objection

51:25 Genius Group - the Controversy Explained $GNS

01:03:00 Traitors!

01:10:30 Investing for your Children - Episode Preview

**********

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://wallstreetwildlife.com

**********

Follow us at:

⁠⁠x.com/7LukeHallard

⁠x.com/7FlyingPlatypus

**********

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

Get 15% off any premium plan with:

https://fiscal.ai/wildlife

**********

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

http://firephilosophy.substack.com

**********

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

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

**********

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

Keywords:

Wall Street Wildlife, Stock Market Investing, Community Portfolio, Novo Nordisk Stock Analysis, NVO, TransMedics Stock, TMDX, Lemonade Stock, LMND, PayPal Stock Forecast, PYPL, The Trade Desk, TTD, Genius Group, Naked Short Selling, GNS, Roger Hamilton, Growth Investing 2025, Value Trap, Stock Market Crash, Investing for Kids

🏆 King of the Jungle Year 2 Results - The verdict is in! Krzysztof crushes it with a 380% return while Luke delivers a solid 93%. We break down the numbers, discuss what worked, and preview Year 3

🌐 Community Portfolio Launch - Wall Street Wildlife introduces its third competitor! Sixteen compelling stock nominations from our Patreon community, including Novo Nordisk, The Trade Desk, Reddit, and more. Your votes will decide the winners! $RDDT $NVO $TTD

📊 Technical Analysis 101 - a masterclass on support and resistance lines using TradingView. Learn how to identify momentum, draw critical price levels, and time your entries like a pro (featuring live examples with Novo Nordisk)

🚗 Luke's Uber Investment Thesis - Why Uber could be the autonomous vehicle winner without owning a single car. Luke explores the Tesla, Waymo, and Nvidia landscape and makes his case for Uber as the demand aggregator $UBER $TSLA $GOOGL

💡 Patience Over Panic - How long-term investors can use simple technical indicators to improve entry points without abandoning fundamental analysis

🎉 Potential Vegas Meetup 2026 - We're workshopping an April 2026 live meetup in Las Vegas. Patreon members, stay tuned for details!

Segments:

00:00 Cold Open & Year 2 Results Reveal

06:00 King of the Jungle Performance Breakdown

16:00 Community Portfolio Introduction & Voting

26:00 Technical Analysis Masterclass: Support & Resistance

42:00 Live TradingView Demo: Novo Nordisk Analysis

01:00:00 Luke's Uber Investment Thesis

01:16:00 Closing Thoughts & 4K Subscriber Celebration

🌴 Thank you for supporting Wall Street Wildlife on Patreon!

**********

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://wallstreetwildlife.com

**********

Follow us at:

⁠⁠x.com/7LukeHallard

⁠x.com/7FlyingPlatypus

**********

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

Get 15% off any premium plan with:

https://fiscal.ai/wildlife

**********

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

http://firephilosophy.substack.com

**********

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

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

**********

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

**********

Fed up with the stock market giving you a hard time?

- Invest like seasoned pros with over 40 years in the game

- Discover the world's leading companies

- Sharpen your best investing practices and ditch the worst

- Learn how to start investing

- Essential investing principles to boost your returns

Keywords:

Wall Street Wildlife, King of the Jungle, Investing Podcast, Uber Investment Thesis, Technical Analysis Masterclass, Support and Resistance, TradingView Tutorial, 380% Return, Community Portfolio

Uber (UBER), Novo Nordisk (NVO), The Trade Desk (TTD), Reddit (RDDT), Tesla (TSLA), Nvidia (NVDA), Waymo, Google (GOOGL)

Investing, Stock Market, How to Invest, Stock Picks, Stock Market Analysis, High Growth Stocks, Autonomous Driving Stocks, Self-Driving Cars, How to Use TradingView, Technical Analysis for Beginners, Investing Strategy, Long-Term Investing, Stock Portfolio

This week, we're going inside the operating theatre.

Professor Prasanna PS Sooriakumaran, a world-leading robotic surgeon with 2,000+ procedures under his belt, reveals the truth about the $200B robotic surgery market. Is Intuitive Surgical's moat unbreakable, or is their "Ferrari strategy" leaving the door wide open for a new wave of competitors?

Get ready for a masterclass on the future of medicine, investing, and AI in the operating theatre.

🤖 Da Vinci 5 Deep Dive: Is the new 10,000x processing power an iPhone update or a true game-changer? Prof PS shares his hands-on experience and the real innovation: AI safety systems.

🎯 Intuitive's $200B Blind Spot: The shocking "92/8 problem" – 92% of robots serve just 8% of the world. Why this opens the door for hungry competitors.

📈 The Patient Revolution: How robotic surgery turned a brutal 2-week hospital stay into a next-day discharge.

🔒 The Unbreakable Moat?: After 16 years, Prof PS reveals the brutal reality of switching systems (Hint: It's harder than ditching a Ferrari).

🧠 AI: Enhancement or Replacement? Will AI make surgeons obsolete? Prof PS explains why AI's real job is to prevent "schoolboy errors," not replace human skill.

💸 The 84% Recurring Revenue Model: A deeper look at the "razor & blades" business model that makes $ISRG a cash-printing machine for investors.

🔮 The Tesla Parallel: Badger's thesis confirmed! How Intuitive's 17 MILLION procedure database creates an AI data moat just like Tesla's driving miles.

🚀 Monkey's Secret Stock: Krzysztof unveils his research on Procept Biorobotics – a company creating waves with superior outcomes, founded by an Intuitive co-founder. $PRCT

About Our Guest:

Professor Prasanna (PS) Sooriakumaran, MA(Oxon) BMedSci(Hons) BMBS(Hons) PGCertMedLaw ADCertClinInv(Cornell) FRCS(Urol) FEBU USMLE PhD, globally known as Prof PS, is a world-renowned Consultant Urological Surgeon, specialising in robotic surgery for prostate cancer at University College London Hospital (UCLH) and the Cromwell Hospital.

He is one of the world's highest-volume robotic surgeons, specialising in complex, primary, and salvage prostate cancer procedures. What makes Prof PS a unique voice is his role as a leading academic and global proctor - he is one of the expert surgeons who trains other consultants around the world on how to master the da Vinci surgical system. He was also the clinical lead for the UK's National Institute for Health and Care Excellence (NICE) on their first-ever guidelines for robotic surgery.

He is a Visiting Professor at the University of Oxford and the All-India Institute of Medical Sciences, and has published hundreds of papers, making him one of the foremost clinical experts on the real-world application, benefits, and limitations of the technology discussed in today's episode.

You can find his work at professorps.co.uk and connect with him on LinkedIn at:

https://www.linkedin.com/in/prasanna-sooriakumaran-prof-ps-597a6b20/

Segments:

00:00 Welcome & The Robotic Surgery Revolution

03:29 Surgery Then vs Now: Whiskey to Robots

08:15 Are Robots Now Standard of Care?

10:50 Meeting the Intuitive Leadership

14:07 The Da Vinci 5 Hands-On Experience

19:00 Can Robots Make Anyone a Surgeon?

22:00 The Tesla Data Advantage in Surgery

26:00 AI Critique: Will Surgeons Lose Their Skills?

32:00 Radiologists Parallel & Learning Curves

34:00 Telesurgery: Technically Possible, Practically Complex

38:02 The Unsolved Problem: Preventing Basic Errors

40:50 The Moat Question: Can Competitors Catch Up?

46:30 Hospital Cost Pressure & Alternative Platforms

49:21 Switching Costs Reality Check

52:03 Video Games & Surgical Skill

53:34 Force Feedback: The Reverse Braille Phenomenon

55:34 Total Addressable Market Analysis

59:26 Procept Biorobotics $PRCT

01:04:15 Investment Strategy