This is one of the most interesting conversations I have had on the podcast in a while.

I spoke with Anson Funds' @MunchingMoez to discuss how he trades hype and momentum, why he converted to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies.

We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, his $LION position, and SPACs.

YouTube: https://youtu.be/DqzbgKwuVxg?si=q-_Zq12Ri57qt0kh
Spotify: https://open.spotify.com/episode/42WqkeUixqWWChtwUFe9qg?si=QdpM3ER9QhiTvFiRUMSqHA
Apple: https://podcasts.apple.com/us/podcast/bitcoin-is-just-getting-started-says-billion-dollar/id1434060078?i=1000797322398

TIMESTAMPS:
0:00 - Intro
1:11 - Chasing hype, momentum & dealmaking
6:34 - Bitcoin: from deals to believer
9:02 - Bitcoin treasury companies & Strive’s preferred
15:40 - AI hype & sky-high valuations
17:53 - Private AI deals, tokenized stocks & 24/7 trading
21:23 - Trading against ChatGPT
24:50 - Finding your edge (SpaceX vs small caps)
28:46 - Korea, memory stocks & record put buying
34:27 - Short selling vs long activism
42:35 - Why Moderna could fall
45:16 - Prediction markets & social media sentiment
51:44 - Space & SPACs
54:56 - Canada, trade wars & funding Olympians