Uploaded August 2025 | Updated September 2026, 4 days ago
The 11th installment of G 2 a Milly, where I open-source building my portfolio. In this episode I talk about the potential of Ethereum now that the GENIUS Act has passed, and how that created enough FOMO for me to buy BitMine Immersion Technologies (BMNR) Tom Lee's Ethereum Treasury company. Now I'm rethinking how to place the USDC boom and rising tide on Ethereum ... if you have any ideas let me know!! Also leave any questions in the comments and I'll try and answer them on the next episode :)
Huge shoutout to our Sponsor The Rundown!! Go check them out on Spotify now :) open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG
0:00 Stats & overview
1:14 Bitmine ($BMNR), Ethereum & GENIUS Act
7:07 Coinbase ($COIN) Benefiting from Ethereum Run
9:19 Bitcoin Worries
11:09 Tesla Update ($TSLA)
13:16 The Rundown Sponsor
13:52 What’s Tesla’s Next Catalyst?
14:35 Viewer Q&A: Microstrategy ($MSTR)
16:47 Viewer Q&A: Why no Rivian ($RIVN)?
19:53 Viewer Q&A: Don’t Sleep on Lemonade ($LMND)
22:53 Maybe AMD ($AMD) will be my next pick …
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
Disclaimer: Nothing in this show is financial advice. I am long these positions as of publishing on 8/27/25 but could buy or sell at any time without any notice.
The 11th installment of G 2 a Milly, where I open-source building my portfolio. In this episode I talk about the potential of Ethereum now that the GENIUS Act has passed, and how that created enough FOMO for me to buy BitMine Immersion Technologies (BMNR) Tom Lee's Ethereum Treasury company. Now I'm rethinking how to place the USDC boom and rising tide on Ethereum ... if you have any ideas let me know!! Also leave any questions in the comments and I'll try and answer them on the next episode :)
Huge shoutout to our Sponsor The Rundown!! Go check them out on Spotify now :) open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG
0:00 Stats & overview
1:14 Bitmine ($BMNR), Ethereum & GENIUS Act
7:07 Coinbase ($COIN) Benefiting from Ethereum Run
9:19 Bitcoin Worries
11:09 Tesla Update ($TSLA)
13:16 The Rundown Sponsor
13:52 What’s Tesla’s Next Catalyst?
14:35 Viewer Q&A: Microstrategy ($MSTR)
16:47 Viewer Q&A: Why no Rivian ($RIVN)?
19:53 Viewer Q&A: Don’t Sleep on Lemonade ($LMND)
22:53 Maybe AMD ($AMD) will be my next pick …
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
Disclaimer: Nothing in this show is financial advice. I am long these positions as of publishing on 8/27/25 but could buy or sell at any time without any notice.
