Jim Lebenthal

speaker

650 appearances 1 recordings 1 series first heard Jul 2026 last heard 28 Jul

Jim Lebenthal’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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I'm getting it for 50 cents in the public market.

I'm fine with that.

But speculation is you don't have a framework for valuation.

You just think somebody will buy it for you at a higher price.

That may come true.

It may not come true.

I know plenty of speculative investments that have made money.

I know plenty of speculative investments that have gone to zero.

You have to size it properly.

And for most people, well, well below 10% of your overall net worth should be in speculative investments.

I think the biggest investment virtue that somebody can have is patience.

So once you've done the investment thesis, which also is its own virtue, I mean, to really dive into something.

And I can tell from the way you're talking, you know what you're talking about with Ethereum.

I understand what you're talking about.

It has utility.

to a degree that Bitcoin doesn't have.

That Ether network underlies a lot of applications that are going on right now.

I totally get it.

And, you know, on the other end of the spectrum, I don't want to be in any of these altcoins, which have, you know,

a different name that you'll use, but I won't.

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