Episode 102
E102: Crypto Wipeout: How Millions Were Lost in Minutes + Trimming Rocket Lab & Axon
19 October 2025
Another wild week on Wall Street! We're pulling back the curtain on the brutal reality of red days, a historic crypto massacre, and the tough decisions we're making in our own portfolios right now.
📉 Surviving the Sell-Off: For every massive gain, there's a painful drop. We get transparent about handling portfolio pain and why community is your best defense when the market turns against you. ⚠️ Crypto's Great Liquidation: Millions in crypto vanished in minutes. Krzysztof explains the catastrophic leverage event that wiped out traders and the harsh lesson of perpetual futures contracts. 🎯 Portfolio Shake-Up: The Badger is making moves. Luke reveals exactly why he’s trimming his huge Rocket Lab winner plus Axon, exiting Airtel Africa, and adding to his Novo Nordisk position. $RKLB $AXON $AAF $NVO 💰 Is PayPal a Trap?: Krzysztof uses Fiscal AI to go deep on PayPal. Are massive share buybacks and 45%+ Venmo growth signals of a massively undervalued giant, or is the market right to be scared? $PYPL 🧠 FU Money Isn't What You Think: The Monkey's portfolio has rocketed to a 877% one-year gain, but the real lesson isn't about the money. We discuss why true financial freedom is about controlling your time, not just quitting your job.
Segments: 00:00 Cold Open - Surviving Market Pain 00:50 Welcome to Wall Street Wildlife 01:27 Vodafone Outage & Single Points of Failure 05:14 Monkey's First Spiffy Splat - Down Over 1,000 Bananas 10:30 The Crypto Liquidation Massacre - Friday's Wipeout 16:53 Why Leverage Kills: The Math of Getting Wiped Out 22:09 Luke's Portfolio Rebalancing Decisions 24:20 Trimming Rocket Lab - When Your Conviction Gets Tested 26:15 Exiting Axon Enterprise - Loving the Company vs. The Numbers 29:50 Selling Airtel Africa & The "Would You Buy It Today?" Test 31:15 Adding to Novo Nordisk - The GLP-1 Pill Thesis 33:45 PayPal Research with Fiscal AI 42:42 Wall Street Wildlife Betting History 44:56 877% Gains - FU Money & Life Choices 50:25 One Battle After Another vs Tron Ares 53:16 Wrap Up - Sunday Releases & Patreon Early Access
********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: x.com/7LukeHallard x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time?
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