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:
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Election outcomes and their impact on Bitcoin and the crypto market
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Ethereum’s potential future in the financial system
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Palantir’s rise and the power of market narratives
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The $9 trillion investment in AI compute
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How crypto ETFs are reshaping investor strategies
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Managing volatility in Election Day market sentiment
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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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