25% Of My Portfolio Is One Overvalued Stock, Here's Why

Apr 22, 2026 · 58 min · YouTube

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asr · 12,457 words · docs
0:00There's something insane going on in the world right now.
0:02This is Black Mirror, right?
0:03This is like Amazon Prime's original new series about how tech, like, you know, takes over the world and then the world's never the same again.
0:10I feel like I can rule the world.
0:12I know I could be what I want to.
0:15I put my all in it like my days off.
0:17On the road, let's travel now.
0:19Do you know who Hal Finney is?
0:21The man who, up until the New York Times article, I thought was the guy who created Bitcoin, but he's dead.
0:26So may, you know, he may have been Satoshi Nakamoto, the guy who created Bitcoin.
0:31But if you, even if he wasn't, he was definitely the first person to ever receive Bitcoin from the creator of Bitcoin.
0:38And he's an OG cryptographer, et cetera.
0:40A founding father.
0:41Founding father of Bitcoin.
0:42I love that's a great way of putting it.
0:44So I was on his old blog last night and he died.
0:48I don't know.
0:49He died like 10 plus years ago of ALS.
0:52Yeah, this terrible Lou Gerricks disease.
0:55I went and read the blog post when he announced, when he was like sharing that he got diagnosed with ALS and he was feeling totally fine at the time.
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