David Gokhshtein

“It’s an opportunity to buy chea. Take advantage of it. The next leg up is going to be violent.”

“AI needs somewhere to put all that data. Marta Belcher joined me to explain why storage is becoming a bottleneck and where Filecoin fits into the picture.”

“I want a pullback. One more opportunity to load up before we go up.”

“Ethan Prosper says he uses AI to research five to ten crypto projects a day. I wanted to know how. We got into using Claude and Grok to understand a project’s technology and the questions he asks. He also acknowledged that AI can get things wrong. How are you using AI in your research?”

“Learning AI today reminds me of discovering Bitcoin in 2011. That’s how early I believe this opportunity is. If you already understand an industry, think about what happens when you also learn how to put AI to work in it. Spend time with the tools. Learn how to prompt properly and test whether the results actually solve a problem. That’s where you start building an advantage. I’m taking this seriously because I be…”

“Learning AI today is like discovering Bitcoin in 2011, not because the technologies are identical, but because both represent early-stage shifts whose long-term impact is difficult to see at first. The people who learn how to use AI now may gain a significant advantage as it becomes more capable and widely adopted. Most people don’t yet realize how much they could create, automate, and accomplish by starting today.”

“Is Bitcoin going back to $57K–$60K? I put that directly to Lark Davis. He puts the odds above 90% that $57K was the bottom, but he’s still leaving room for the unexpected. Are you buying his argument?”

“Dogecoin, Shiba Inu and PEPE had people who actually believed in the community. Now everyone’s watching the exit. I asked Lark Davis what happened to the meme coin economy and whether anyone still wants to hold.”

“The meme economy is dead in its current state. Nobody gives anything time to become a meme anymore. Everyone’s already looking for the next thing before a community can even form. I still believe in meme culture. I just don’t see much of it in what’s being pushed right now.”

“Peter Schiff called Bitcoin a generational mistake, then admitted he should have bought it. I kept pressing him on Bitcoin, gold and the Bitcoin he still owns.”

“I told Hunter Biden why I didn’t want him launching a token. His comeback was getting attention, and I knew how quickly a bad launch could put all of that at risk. But it’s free market.”

“Hunter Biden says the market makers had $500,000 in cash and 15 million tokens for liquidity, but put just $5,000 into the launch pool. I asked him what explanation he got and whether they were going to make it right. He also acknowledged his own responsibility; his name is on the token.”

“Hunter Biden doesn’t think Democrats should reject crypto simply because Trump is involved. He believes the technology and its potential impact should be judged on their own merits, rather than dismissed because of a political association. While Trump’s involvement has made crypto more politically charged and increased pressure on Democrats to oppose it, Hunter was direct about separating the policy question from…”

“Hunter Biden says Gary Gensler and Elizabeth Warren got crypto wrong. He believes crypto can open doors for people the financial system has kept locked out.”

“I’d love for Bitcoin to go into the $70K area one more time before bouncing upwards.”

“I wouldn’t count Mike Rogers out in Michigan. These Polymarket US odds have him at 31%, with a recent tick back up. He’s still the underdog, but the race may be closer than the headline numbers suggest. Michigan remains a highly competitive, closely divided state, and small shifts in turnout, candidate support, or the national political environment could quickly tighten the contest. People should tune into the deb…”

“I was waiting for another pullback. Hope we go a bit lower and then we pop towards the upside.”

“I keep saying it — AI is moving way too fast, and I don’t think enough people in crypto are taking the security implications seriously. We’ve already seen hacks bring down entire protocols. What happens as attackers get more capable AI tools to find and exploit weaknesses? Are the teams behind our favorite protocols preparing for that? How are they protecting the assets people have trusted them with? I want to hea…”

“I’m a Republican, and I won’t dismiss the growing competitiveness of this race. James Talarico has built a credible path to victory, and Republicans should take that seriously. This is a more competitive race than complacent Republicans want to admit. If we assume Texas will always be red, we are taking voters for granted. Republicans should confront these weaknesses and make their case now - not after an avoidabl…”

“I’m a holder at heart. I value believing in a community and giving it time to grow. At the same time, I recognize that some people prefer to take quick profits, especially when meme markets can move so rapidly. I may not share that approach, but I understand why it appeals to them. How are you approaching this market - holding with conviction, taking profits quickly, or finding a balance between the two?”

“I’m not betting against Charles Hoskinson. I believe in the team at Midnight, and I think privacy is going to matter a lot more than people realize. midnight-3:native”

“Ashley Moody is at 89% to win Florida’s Senate race, according to Polymarket’s U.S. odds. At what point do Democrats rethink their strategy? Their current approach clearly isn’t breaking through—and until it changes, Florida will remain out of reach.”

“I own Bitcoin. I still wish I’d put more of the money I wasted on random plays into it. That’s one of my biggest regrets in this space. Anyone else?”

“Iowa’s Senate race is getting interesting. These odds from Polymarket US show Ashley Hinson at 54% and Josh Turek at 47%, with the gap narrowing. Do Republicans hold this seat, or does Iowa deliver an upset?”

“If Elon doesn’t have motion, who really does? And if the current 'motion' in the room can only take your token to a $500K–$1M market cap and we’re calling that a win, then my current thesis on the meme economy is absolutely correct. I’d pivot to Bitcoin and the other majors, then maybe play around in this slop — or whatever you want to call it.”

“Robinhood vs Solana - who ultimately wins the mindshare of the meme economy?”

“I’m more confident Bitcoin can reach $100K this year, and that view has little to do with today’s price action. The bigger argument is that Bitcoin is increasingly being treated like gold: a scarce, non-sovereign asset that investors can turn to when they lose confidence in governments, currencies, or financial markets. As more people and institutions view Bitcoin as a store of value and a hedge against uncertaint…”

“At this rate, I wouldn’t be surprised if Tom Lee ends up being right about Bitcoin hitting a new ATH before the end of the year.”

“The more I think about it, the less I believe humans will be able to control AI in the future. We’re building something to be smarter than us and somehow assuming we’ll always have the final say.”

“Will Robinhood take over the meme economy or will Solana keep adding mindshare?”