The Bull Market Confirmed With Santi & Yano | Weekly Roundup
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For anyone who hasn't experienced, like, an all out rip your face out bull market, I find that the toughest thing is that everything is working. So in the last couple years, your problem was where can I get a five x return, or where can I get a 10 x return, or where can I even get a two x return? And now the whole industry is a three x return. So you need to really, really, really focus. This episode is brought to you by Geodnet, the world's largest decentralized RTK network delivering real time centimeter accurate positioning around the globe. You'll hear more about them later in the episode.
I mean, listen, Bain, I think it was, like, one of the best investments of Bain Capital was, like, buying, like, Pizza Hut chains in, like, Japan. IPO them killed it. Kill it. Like, one of their best deals. Interesting. Sometimes you gotta wonder, man. They're, like, like, he's talking about
Isn't Domino's the best performing stock of the last decade? I
was gonna say, like,
it is Domino's and Monster.
Yeah. Monster for sure. I mean, there there's a lot of these crazy stories where you're, like, sitting there trying to reinvent the financial system, and then all of a sudden you say, man, I could've just I could literally just bought Domino's. This is like a classic left curve, right, which is like, you know, buy buy stuff that you like, and then right curve, buy stuff that you like, middle curve. Well, DCF and Yeah. Exactly. Exactly. Yeah.
Yeah. We had this hedge fund manager come in into an yeah. I went to Emory down in Atlanta, and we had this hedge fund manager come in and talk to us. And his daughter was in the class, and he said, he said, you guys theoretically should outperform all of me because I'm I'm not in he's like, I'm 50 years old. I'm not in touch with what's going on, so I have to do the models. He got he's like, you guys have another decade from when you're 20 to 30 where you don't have to do the models, and you can actually see what people are actually using. So he's like, best trade I ever made was when my daug
I mean, not all of these are the same. Right? Hyper Liquid has been the darling of the cycle. But, you know, everything else is pumping too. Memes of take, catch, and a bid, particularly, you know, pump had its ICO, which we should talk about that. And I generally think look. Bitcoin's gone up from, you know, sub a 100 k to now and stabilizing at a 100 what is it? A 118, close to a 120 k, all time high. And, you know, if it holds that level, it's just so much wealth creation after that. Right? Yeah. So, typically and people know this, but I'm just gonna rehash it. Bitcoin rips, stabilizes, the
that. You
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