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

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