- Howie Town
- Posts
- New Trends With Friends Episode: From Meme Coins to Tariff Wars: Why AI, Crypto, and Markets Are Riding the Volatility Rollercoaster
New Trends With Friends Episode: From Meme Coins to Tariff Wars: Why AI, Crypto, and Markets Are Riding the Volatility Rollercoaster
With special guests Adeniyi Abiodun (Co-Founder of Mysten Labs and Sui) and Shomik Ghosh (Investor at Boldstart Ventures)
Howard Lindzon
February 26, 2025
Good afternoon everyone,
I guess all that matters today is $NVDA earnings after the bell.
We do discuss $NVDA little bit in this weeks episode.
The way I see $NVDA based on everything I have read and learned from these weekly conversations with our own Michael Parekh is like Boeing before Airbus existed. The company has demand as far as the eye can see and truly no equal competitor.
How that translates into today’s numbers and forecasts is a game I have no edge in playing. How the stock reacts and closes tomorrow will tell me a lot more.
In this episode of Trends with Friends, Michael Parekh, Phil Pearlman and I are joined by special guests Adeniyi Abiodun (Co-Founder of Mysten Labs and Sui) and Shomik Ghosh (Investor at Boldstart Ventures) to dive into the wild world of crypto, AI, and global markets.
From peak degeneracy in stocks like Tesla, Palantir, Robinhood and Solana to Sui's rise in Web3 and why cybersecurity is more critical than ever, this episode covers a lot of ground. The crew also shares insights on $NVDA’s dominance, the next wave of Web3 consumer apps, and the geopolitical risks shaping the economy.
 |  |  |
JUMP TO THE GOOD STUFF:
(3:24) Introduction to Trends and Guests
(6:21) Market Trends and Mini Crashes
(9:15) The Degenerate Economy and Its Implications
(12:31) Technological Acceleration and Volatility
(15:22) The Impact of Tariffs and Global Relations
(18:29) Building in the Crypto Space: SWE and Walrus
(21:24) Navigating the FTX Fallout
(25:35) Security Challenges in Crypto and Technology
(31:24) The Future of Security in a Digital World
(40:18) The Evolving Threat Landscape
(42:06) Economic Impacts of Tariffs
(43:38) Retail Giants: Amazon vs. Walmart
(47:25) The Future of AI and Nvidia
(55:13) Navigating the AI Ecosystem
(1:01:24) The Commoditization of AI Models
(1:03:56) Trends in National Defense Spending
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. 🔍
Reply