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New Episode: The Boom is Back w/Special Guests Mike Dudas Discussing Crypto & Josh Isner Of Axon

Trends With Friends New Episode

Good morning,

This week on Trends with Friends, we’ve got a killer lineup: Mike Dudas joins us to break down why the crypto market is roaring back to life, while Axon’s Josh Isner talks about taking public safety to the next level with cutting-edge tech that began as the Taser back in 1993. We covered a lot, including:

  • Why Bitcoin is on a tear and dragging altcoins along for the ride

  • Axon's incredible transformation from Taser-maker to a $40B tech powerhouse

  • How AI and VR are flipping police training on its head

  • Geopolitical tensions and their ripple effect on the semiconductor market

  • Shopify’s comeback story in the e-commerce space

Catch the full conversation, recorded live on November 12th:

SKIP AHEAD

(00:00) Introduction and crypto market update
(01:50) Bitcoin hitting new all-time highs 
(09:16) Mike Dudas on crypto market dynamics
(17:37) Why we’re long meme coins 
(21:18) Altcoins waking up 
(23:33) Solana 
(26:29) 2025: What Mike is loving in Crypto
(30:41) The resilience of Bitcoin
(33:23) Josh Isner introduces Axon and its mission
(36:27) Axon’s $45.53B market cap
(38:13) International expansion and product development at Axon
(44:46) The worst part about being a public company
(46:09) Taser consumer products and market demographics
(58:21) Michael Parekh on Taiwan Semiconductor and geopolitical tensions
(01:03:20) JC's technical analysis of semiconductor stocks
(01:06:46) Shopify's resurgence and e-commerce trends

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.

Stocktwits, Inc. (“Stocktwits”) operates the stocktwits.com website and Stocktwits mobile device applications (the “Apps”). Stocktwits is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. Read the full terms & conditions here. 🔍

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