meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

The Antidote to Euphoria? Normal.

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 11 November 2024

⏱️ 33 minutes

🧾️ Download transcript

Summary

When companies or crypto go parabolic, force yourself to think: what does normal look like?   (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.  - Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.  (19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models.  Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META Host: Dylan Lewis Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo Engineers: Dez Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Crypto showing no signs of slowing down.

0:07.7

Motleyful money starts now.

0:12.9

I'm Dylan Lewis, and I'm joined over the airwaves by Motleyful analyst Tim Byers.

0:17.1

Tim, has the train left the caffeination station?

0:21.2

It has not.

0:22.5

I am uncaffeinated today, Dylan, so we're going to see how this goes.

0:26.7

Mondays and Fridays are uncaffeinated days now.

0:30.2

But you know what?

0:30.8

I sense you are still ready to go, and that's the important part.

0:33.7

That's what I need from you.

0:36.2

Since we're talking crypto, I am always ready to go. I get a little

0:40.8

wound up about this stuff. That's not surprising. Anybody, is it? No, it's a controversial topic, right?

0:47.4

And it's one that I think almost everyone has opinions on. Yeah, we're going to be talking crypto

0:52.0

today. We're going to be talking Bitcoin. We're also going to be revisiting some earnings that didn't get quite enough coverage last week. I'm excited about that. Let's kick off with the crypto rally. The post-election crypto enthusiasm continues over the last couple days. Bitcoin blew past 80K as we tape currently near all-time highs at $84,000, also seeing a lot of interest in Ethereum,

1:13.3

Solana, some of the major exchanges and brokerages that give people access to crypto, Robin Hood,

1:18.9

Coinbase.

1:19.9

Tim, this feels like it is all very much on the expectation that the Trump administration will be

1:24.2

a little bit more friendly to the crypto space when it comes to the regulatory environment, things like self-custody, all that kind of stuff. Yeah, I think that's right. I think

1:32.6

that I saw a video where President-elect Trump had, I think he was speaking in front of an audience of

1:40.7

crypto enthusiasts and talking about just getting rid of regulations.

1:46.0

And I think he may have actually said he was going to fire the head of the SEC, which got a

1:52.0

rounding, just a rousing round of applause.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.