$100M Bitcoin Fund Is Hunting 1000x Returns With Just 12 Bets | Nico Lechuga

I sat down with Nico Lechuga from Ego Death Capital on The Wolf Of All Streets to learn how his dream‑team fund is betting big on companies that actually earn and spend Bitcoin. Nico walks me through the wins, misses, and tough questions around Bitcoin payments, stablecoins, and those hyped “treasury” stocks – all in plain English. By the end, you’ll see why he thinks the next wave of Bitcoin businesses could outgrow simply stacking sats. Nico Lechuga: https://x.com/nico_lechuga This episode is brought to you by Binance, the world's #1 crypto exchange, trusted by over 270M users worldwide. Start your crypto journey with Binance: 👉https://binance.onelink.me/y874/wolfofallstreets Binance is not available in certain countries, including the U.S., check its Terms for more information: https://www.binance.com/en/terms ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY! 👉https://thewolfden.substack.com/ ►► Arch Public Unleash algorithmic trading. Discover how algorithms used by hedge-funds are now accessible to traders looking for unparalleled insights and opportunities! 👉https://archpublic.com/ ►►TRADING ALPHA READY TO TRADE LIKE THE PROS? THE BEST TRADERS IN CRYPTO ARE RELYING ON THESE INDICATORS TO MAKE TRADES. Use code '10OFF' for a 10% discount. 👉https://tradingalpha.io/?via=scottmelker Follow Scott Melker: Twitter: https://x.com/scottmelker Web: https://www.thewolfofallstreets.io Spotify: https://spoti.fi/30N5FDe Apple podcast: https://apple.co/3FASB2c #Bitcoin #Crypto #investments Timecodes 0:00 Intro 2:30 Fund Backstory 5:20 Taproot Opportunity 8:00 What We Missed 10:20 Non‑Custody Boom 13:00 Africa Use Case 15:30 Stablecoin Reality 18:00 Treasury Stock Hype 21:00 Good vs Bad Debt 24:00 Series A Sweet Spot 27:00 VC Math Explained 30:00 Choosing 12 Bets 33:00 Timing Matters 36:00 Layer‑2 Tokens 38:40 Stablecoin On Lightning 41:00 Spend vs HODL 43:30 Institutional Buyers 46:00 Fundraising Lessons 49:00 Cycle Softening 52:00 $70 Million Bitcoin? 55:00 Closing Thoughts 57:30 Post‑Show Chat The views and opinions expressed here are solely my own and should in no way be interpreted as financial advice. This video was created for entertainment. Every investment and trading move involves risk. You should conduct your own research when making a decision. I am not a financial advisor. Nothing contained in this video constitutes or shall be construed as an offering of financial instruments or as investment advice or recommendations of an investment strategy or whether or not to "Buy," "Sell," or "Hold" an investment.