In this podcast episode, the hosts explore the recent surge in cryptocurrency prices, driven by hopes for a more crypto-friendly Trump administration and the growing popularity of Bitcoin ETFs. They advise listeners to be cautious about overcommitting, given the market's volatility, and recommend using ETFs for better diversification. The conversation then turns to Axon, where the hosts highlight impressive revenue growth and significant future contracts, but they also urge caution due to the company's high valuation. Lastly, the podcast examines Reddit's recent achievements, crediting its targeted advertising strategy and the potential for profitable data licensing to AI firms. However, they note the stock's elevated valuation and emphasize the importance of sustained growth to support its current price.
