Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

<p>(0:00) The Besties welcome Joe Lonsdale!</p> <p>(3:51) Jason recaps an eventful week in Washington</p> <p>(8:29) Trump's tariffs: endgame, impact, chaos, master plan</p> <p>(26:25) DOGE, IRA grifting, do campaign contributions need to be capped?</p> <p>(53:42) CoreWeave IPO</p> <p>(1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy</p> <p>(1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts</p> <p>(1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models</p> <p>(1:33:47) All-In for F1 Miami!</p> <p>(1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile</p> <p>(1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day</p> <p>(1:57:23) Importance of disclosures and updates on a market structure bill</p> <p class="e-9652-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element">GET TICKETS for All-In Live: Miami</p> <p class="e-9652-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element"><a href= "https://allin.com/events">https://allin.com/events</a></p> <p class="e-9652-text encore-text-body-medium" data-encore-id= "text" data-slate-node="element">Follow Joe:</p> <p><a href= "https://x.com/JTLonsdale">https://x.com/JTLonsdale</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://truthsocial.com/@realDonaldTrump/posts/114093526901586124"> https://truthsocial.com/@realDonaldTrump/posts/114093526901586124</a></p> <p><a href= "https://x.com/JTLonsdale/status/1896245689488920748">https://x.com/JTLonsdale/status/1896245689488920748</a></p> <p><a href= "https://x.com/Jason/status/1896235076456739138">https://x.com/Jason/status/1896235076456739138</a></p> <p><a href= "https://truthsocial.com/@realDonaldTrump/posts/114093946326587357"> https://truthsocial.com/@realDonaldTrump/posts/114093946326587357</a></p> <p><a href= "https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03"> https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03</a></p> <p><a href= "https://x.com/AutismCapital/status/1896655215899893968">https://x.com/AutismCapital/status/1896655215899893968</a></p> <p><a href= "https://x.com/USATODAY/status/1897248477081460849">https://x.com/USATODAY/status/1897248477081460849</a></p> <p><a href= "https://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usaid-con-rcna194230"> https://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usaid-con-rcna194230</a></p> <p><a href= "https://truthsocial.com/@realDonaldTrump/posts/114116432894994278"> https://truthsocial.com/@realDonaldTrump/posts/114116432894994278</a></p> <p><a href= "https://truthsocial.com/@realDonaldTrump/posts/114112015891353323"> https://truthsocial.com/@realDonaldTrump/posts/114112015891353323</a></p> <p><a href= "https://www.reuters.com/business/autos-transportation/trump-auto-tariff-rate-will-be-around-25-2025-02-18"> https://www.reuters.com/business/autos-transportation/trump-auto-tariff-rate-will-be-around-25-2025-02-18</a></p> <p><a href= "https://fred.stlouisfed.org/series/USGOVT">https://fred.stlouisfed.org/series/USGOVT</a></p> <p><a href= "https://x.com/DOGE/status/1897464303428755692">https://x.com/DOGE/status/1897464303428755692</a></p> <p><a href= "https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc"> https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc</a></p> <p><a href= "https://www.thefp.com/p/a-20-billion-slush-fund-nonprofits">https://www.thefp.com/p/a-20-billion-slush-fund-nonprofits</a></p> <p><a href= "https://x.com/bariweiss/status/1896992192197013888">https://x.com/bariweiss/status/1896992192197013888</a></p> <p><a href= "https://truthsocial.com/@realDonaldTrump/posts/114117008305421663"> https://truthsocial.com/@realDonaldTrump/posts/114117008305421663</a></p> <p><a href= "https://x.com/chamath/status/1895948351516131515">https://x.com/chamath/status/1895948351516131515</a></p> <p><a href= "https://x.com/chamath/status/1895948351516131515">https://x.com/chamath/status/1895948351516131515</a></p> <p><a href= "https://x.com/unusual_whales/status/1897737394964906437">https://x.com/unusual_whales/status/1897737394964906437</a></p> <p><a href= "https://x.com/great_martis/status/1897194563800064153">https://x.com/great_martis/status/1897194563800064153</a></p> <p><a href= "https://x.com/great_martis/status/1897581115952804248">https://x.com/great_martis/status/1897581115952804248</a></p> <p><a href= "https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm"> https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm</a></p> <p><a href= "https://x.com/chamath/status/1896052861500604884">https://x.com/chamath/status/1896052861500604884</a></p> <p><a href= "https://www.newsweek.com/map-global-thorium-reserves-country-2039893"> https://www.newsweek.com/map-global-thorium-reserves-country-2039893</a></p> <p><a href= "https://apnews.com/article/donald-trump-bitcoin-cryptocurrency-stockpile-6f1314f5e99bbf47cc3ee6fc6178588d"> https://apnews.com/article/donald-trump-bitcoin-cryptocurrency-stockpile-6f1314f5e99bbf47cc3ee6fc6178588d</a></p> <p><a href= "https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology"> https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology</a></p> <p><a href= "https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserveand-united-states-digital-asset-stockpile"> https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserveand-united-states-digital-asset-stockpile</a></p> <p><a href= "https://x.com/dmartkc/status/1896260059640025113">https://x.com/dmartkc/status/1896260059640025113</a></p> <p><a href= "https://x.com/ryangrim/status/1896306748052623852">https://x.com/ryangrim/status/1896306748052623852</a></p> <p><a href= "https://x.com/_Andre_Ellis/status/1896935969041104981">https://x.com/_Andre_Ellis/status/1896935969041104981</a></p> <p><a href= "https://x.com/KyleSamani/status/1897130321021411750">https://x.com/KyleSamani/status/1897130321021411750</a></p> <p><a href= "https://x.com/pbartstephens/status/1897008176467468349">https://x.com/pbartstephens/status/1897008176467468349</a></p> <p><a href= "https://x.com/HHorsley/status/1897461451675328879">https://x.com/HHorsley/status/1897461451675328879</a></p>