Election Day Special: Market Impacts, Crypto Insights, and the $9 Trillion AI Investment

THIS WEEK ON TRENDS WITH FRIENDS 

On honor of Election Day, we’re bringing you a special episode with Zach Pandl from Grayscale, where we examine how the outcomes might ripple across markets, crypto, and the AI investment landscape.

Here’s what we cover:

• Election outcomes and their impact on Bitcoin and the crypto market

• Ethereum’s potential future in the financial system

• Palantir’s rise and the power of market narratives

• The $9 trillion investment in AI compute

• How crypto ETFs are reshaping investor strategies

• Managing volatility in Election Day market sentiment

• The importance of responsible investing in crypto

📅 Recorded live on Tuesday, November 5th.

Here are the charts from this week

SKIP AHEAD

(00:00) Welcome to election day
(02:10) Stocktwits polls and market sentiments
(05:35) Crypto market reactions to election outcomes
(16:37) Ethereum’s future 
(18:57) Israel’s stock market and tech innovations
(21:29) Palantir’s success and market storytelling
(30:34) Pre-election jitters, behavioral economics, and human flaws
(33:58) The role of futures and individual stocks
(38:40) Sentiment composite
(41:44) Bitcoin ETFs and a look at Microstrategy 
(48:52) AI and compute investments
(55:38) Phil’s note to the ‘losers’ of the election 
(58:28) Trends with No Friends: Frontdoor

WHERE TO FIND HOWARD AND FRIENDS

• Howard – https://stocktwits.com/howardlindzon 
• JC – https://stocktwits.com/allstarcharts 
• Phil – https://stocktwits.com/ppearlman 
• Michael – https://stocktwits.com/MParekh
• Zach Pandl – https://x.com/lowbeta_
• Riley – https://stocktwits.com/coloradoriley
• Production and Marketing – https://penname.co/

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