All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Chamath PalihapitiyaAaron CowenDan DreyfusOleg NodelmanKyle SamaniJason CalacanisDavid SacksDavid Friedberg
MGM’s $48 bid offers a near-term floor while Osaka and possible Dubai legalization create asymmetric upside, whereas Talen monetizes a 2 GW nuclear and 6 GW gas portfolio amid a projected PJM power shortage.Aktis remains a binary 2027 clinical platform wager, and GEODNET links revenue to token purchases; portfolio sizing ultimately turns on liquidity, downside, regulatory intervention, and whether satellites displace terrestrial RTK.
Sticky Inflation + Energy Prices: End of the Rally or Pause?
Global crude could hit operational tank bottoms by September: inelastic demand and an 8mbd supply loss could keep oil above $100, though Avi says $200 would force resolution within two months.A 50% chance of a December rate hike and Kevin Warsh’s possible real-time CPI rebase create an underpriced catalyst for equities and an even harsher risk for crypto, while Jonah argues AI’s marginal dollar remains far from exhausted.
What Does AI Mean For Your Future?
AI infrastructure builders may accumulate “astronomical” capital before AGI, which Avi thinks “might be” 7 years out, while 50% of spending comes from top 10% least likely displaced.The expression is utilities and construction near data-center builds rather than natural gas, while Bitcoin remains unresolved: Jonah sees 60k as the bottom, but Avi wants a hard bounce off a 60k retest.
Bitcoin’s Back, Venezuela Regime Change, Memecoins, 2026 Mega Trends
Bitcoin’s 85–90k consolidation, muted funding, and restrained open interest support Avi’s “new all-time-high run” thesis, with 100K as the supply-activation threshold.Both hosts remain bearish on memecoins in aggregate, favoring shorts only after a 60–70% impulse move in high-FDV, low-float tokens against Bitcoin.Regime change could remove state-linked BTC selling and may make seized coins the foundation of the SPR, while Venezuela’s oil reserves offer little near-term supply and Iran remains the larger catalyst and risk.
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Scott BessentDoug BurgumChris WrightHoward Lutnick
Scott Bessent’s 3-3-3 plan depends on roughly $300 billion of annual AI capex translating into productivity growth, a deficit near 3% of GDP, and persistent 3%-plus growth.Stablecoins could generate “several trillion dollars of demand for T-bills,” while tariffs are intended to compress foreign margins and pull factories such as AstraZeneca’s announced $50 billion US buildout onshore.The immediate AI-power bottleneck is natural gas and retained baseload, with planned closures potentially removing 100 GW by 2030 and advanced nuclear treated as a roughly 10-year rebuild.
Does The Bitcoin Halving Still Matter? | 1000x
Bitcoin’s halving structurally reduces miner issuance, but Avi argues that a 50% decline in ETF inflows could offset its roughly $7 million-$10 million reduction in daily selling.Repeated rejection near $70,000-$72,000 and activated supply make a pullback toward $52,000 plausible, while geopolitical escalation could hurt crypto risk assets before strengthening Bitcoin’s monetary use case.