Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

<p>(0:00) Bestie intros!</p> <p>(7:57) Election impact on Bitcoin, crypto, and fintech stocks</p> <p>(21:56) M&A and IPOs: What to expect in 2025</p> <p>(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?</p> <p>(58:17) FBI raids Polymarket CEO Shayne Coplan's home</p> <p>(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more</p> <p>Get tickets for The All-In Holiday Spectacular!:</p> <p><a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</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://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a></p> <p><a href= "https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424"> https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424</a></p> <p><a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a></p> <p><a href= "https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11"> https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11</a></p> <p><a href= "https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html">https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html</a></p> <p><a href= "https://x.com/elerianm/status/1857297087010107728">https://x.com/elerianm/status/1857297087010107728</a></p> <p><a href= "https://x.com/chamath/status/1359248379377762310">https://x.com/chamath/status/1359248379377762310</a></p> <p><a href= "https://www.congress.gov/bill/118th-congress/house-bill/4763/text"> https://www.congress.gov/bill/118th-congress/house-bill/4763/text</a></p> <p><a href= "https://stockanalysis.com/ipos/statistics">https://stockanalysis.com/ipos/statistics</a></p> <p><a href= "https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor"> https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor</a></p> <p><a href= "https://www.google.com/finance/quote/TSLA:NASDAQ">https://www.google.com/finance/quote/TSLA:NASDAQ</a></p> <p><a href= "https://x.com/elonmusk/status/1848055198494728496">https://x.com/elonmusk/status/1848055198494728496</a></p> <p><a href= "https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html"> https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html</a></p> <p><a href= "https://x.com/EndWokeness/status/1856208378541769076">https://x.com/EndWokeness/status/1856208378541769076</a></p> <p><a href= "https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf"> https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf</a></p> <p><a href= "https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php"> https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php</a></p> <p><a href= "https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source"> https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform"> https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform</a></p> <p><a href= "https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02"> https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02</a></p> <p><a href= "https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180"> https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180</a></p> <p><a href= "https://x.com/shayne_coplan/status/1856838409861386722">https://x.com/shayne_coplan/status/1856838409861386722</a></p> <p><a href= "https://www.cftc.gov/PressRoom/PressReleases/8478-22">https://www.cftc.gov/PressRoom/PressReleases/8478-22</a></p> <p><a href= "https://x.com/shayne_coplan/status/1856808022481539192">https://x.com/shayne_coplan/status/1856808022481539192</a></p> <p><a href= "https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers"> https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers</a></p> <p><a href= "https://x.com/WallStreetSilv/status/1852863585375977877">https://x.com/WallStreetSilv/status/1852863585375977877</a></p> <p><a href= "https://x.com/charliekirk11/status/1857237886736715971">https://x.com/charliekirk11/status/1857237886736715971</a></p> <p><a href= "https://x.com/VivekGRamaswamy/status/1856725762130260383">https://x.com/VivekGRamaswamy/status/1856725762130260383</a></p>