The War Index, Meta’s Military Moves, & XRP’s Future

Summary

Market Mondays: Episode Summary Title: The War Index, Meta’s Military Moves, & XRP’s Future
Release Date: June 29, 2025
Host: EYL Network
Guests: Ian Dunlap, Rashad, Cameron, Derek

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1. Introduction to the War Index and Major Players (00:43 - 02:37)

The episode delves into the concept of the "War Index," exploring how major tech and defense companies are intertwining in the current geopolitical landscape.

• Cameron initiates the discussion by questioning, "What's the war index? If we could so [00:43]" which sets the stage for a deeper exploration of the subject.
• Derek highlights key players involved, mentioning companies like Palantir, OpenAI, and Meta, stating, “Meta may be the only place that you can go to to get psychographic and demographic profiling the way that you can at Palantir” [02:40].

2. Meta’s Involvement in the Defense Sector (02:37 - 04:12)

The conversation shifts to Meta's strategic moves into the military-industrial complex.

• Rashad emphasizes Meta's vast user base and data capabilities, noting, “They have 3.4 billion users across all platforms. That's nearly half the planet. So if you need the data for the world it's at their disposal” [04:00].
• Derek adds, “Data is the new oil,” underscoring the value of Meta's data in both commercial and defense applications [02:16].

3. The Role of Propaganda in Modern Warfare (02:58 - 03:34)

The hosts discuss the critical role of propaganda alongside military might in contemporary conflicts.

• Cameron asserts, “Propaganda is just as important as military arsenal in war” [02:58], drawing parallels to historical military strategies.
• Derek complements by adding, “We can't leave our Raytheon out of that index,” acknowledging the importance of defense contractors [03:34].

4. Geopolitical Tensions: Focus on Iran (05:33 - 10:01)

A significant portion of the discussion centers on the escalating tensions with Iran and potential outcomes.

• Cameron provides historical context, explaining how past interventions led to the current regime, stating, “When they implemented the show of Iran, who was western backed leadership and the country hated them and they had a revolt” [06:32].
• Derek inquires about the resolution, to which Cameron predicts, “I think that China will come into play... Russia will be able to calm things down” [08:18].
• Rashad shares insights on market reactions, mentioning, “The market opens positive” following geopolitical developments [09:57].

5. Investment Strategies Amidst Geopolitical Uncertainty (10:09 - 11:08)

The discussion transitions to investment approaches in the face of ongoing conflicts.

• Derek advises maintaining a long-term portfolio structure despite short-term volatility, stating, “For everyone watching long term, I wouldn't change my portfolio structure” [10:10].
• Rashad cautions investors to be mindful of entry points, especially with stocks like Palantir, “If you're going to invest long term, but make sure you get it at a price” [10:49].

6. Cryptocurrency Insights: The Future of XRP (11:08 - 13:36)

The episode shifts focus to the cryptocurrency market, specifically XRP.

• Cameron discusses the passionate XRP community and its potential growth, asking, “When are we going to have XRP reached $10,000?” [12:10].
• Derek remains optimistic about XRP's long-term prospects, envisioning significant growth within a decade, “I can see 10,000 in 10 years” [13:04].
• Rashad and Derek also touch upon the challenges faced by XRP, including regulatory hurdles and market manipulations, drawing parallels to experiences with companies like Square [13:15].

7. Conclusion and Market Outlook (13:36 - End)

Wrapping up, the hosts reflect on market resilience amidst global instability.

• Derek emphasizes the market's engineered resilience, stating, “The market is literally rigged to stay up through engineering and how they align those indexes” [10:10].
• Rashad reinforces the importance of strategic investments, urging listeners to stay informed and cautious [10:49].

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Notable Quotes:

• "Propaganda is just as important as military arsenal in war." — Cameron [02:58]
• "Data is the new oil." — Derek [02:16]
• "They have 3.4 billion users across all platforms. That's nearly half the planet." — Rashad [04:00]
• "For everyone watching long term, I wouldn't change my portfolio structure." — Derek [10:10]
• "When are we going to have XRP reached $10,000?" — Cameron [12:10]

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Insights and Conclusions:

The episode provides a comprehensive analysis of how major tech companies like Meta are increasingly involved in defense and data analytics, highlighting the intricate connections between technology, data, and military strategies. The hosts underscore the importance of data as a pivotal asset in modern conflicts, equating it to the new oil.

Geopolitical tensions, particularly with Iran, are examined for their potential impact on global markets and investment strategies. The consensus among the hosts is to maintain a long-term investment perspective, advising caution and strategic entry points amidst volatility.

In the realm of cryptocurrency, XRP emerges as a focal point, with discussions on its passionate community and long-term growth potential despite current challenges. The importance of market resilience is a recurring theme, with the affirmation that well-structured portfolios can withstand geopolitical and economic upheavals.

Overall, the episode offers valuable insights for investors looking to navigate the complexities of today's interconnected world, emphasizing informed decision-making and strategic planning.

Transcript

[Rashad]

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[Cameron]

What's the war index? If we could so Andoril Public and.

[Derek]

Not a great question.

[Cameron]

Public and non public.

[Derek]

Palantir, Anderil. Open AI.

[Cameron]

Which Microsoft. You gotta say open AI.

[Derek]

But they're starting to have their issues and yeah, they're trying to break away, but yeah, throw Microsoft in there and meta. Who would think that like your love for Instagram, DMing would turn into a war product? That's why I keep Data is the new oil.

[Cameron]

And how did. How did Medic get involved in the war industry?

[Derek]

Because they crossed Palmer and Anderil and you see that he's about to come an icon. Much easier before you become publicly traded to say, hey buddy, shouldn't have fired you. Let's be friends. And in the friendship and the reconciliation, okay, well, let's find a way to make some money together.

[Cameron]

And they have the data.

[Rashad]

I was gonna say that. That's it.

[Cameron]

And. And they control the algorithm.

[Derek]

Yeah, because volunteers on fire. And their data is phenomenal. And their data sets and how they stack that AI meta may be the only place that you can go to to get psychographic and demographic profiling the way that you can at Palantir.

[Cameron]

Never forget that propaganda is just as important as military arsenal is first in war. And study any study any general that was extremely successful, whether they, whether they were successful for good reasons or bad reasons, they used and they understood propaganda. They wasn't just military fighting, blowing up stuff. Every successful general or head of state that was a military man understood the need for propaganda.

[Derek]

Yeah, we can't leave our Raytheon out of that index. That was a great question.

[Rashad]

I, I think RTX is, is adding it. It's up 25 this year. In, in these times of conflict you'll see those things rise. I, I think you nailed it. In terms of meta, how do they become. They have 3.4 billion users across all platforms. That's nearly half the planet. So if you need the data for the world it's at their disposal. Right. And people. Yeah their audience is, is still. Was it 100 million users a month? Like you're still growing and you still.

[Derek]

Have like 34 minutes a day. That's why you know platforms. That's.

[Cameron]

Yeah, that's insane. It's a lot, it's a lot going on. Ladies and gentlemen, hit the like button and share high level conversation. Shout out to 19 keys. He got a dope episode with Tabitha Brown. Yeah, they'll both be at Invest Fest. And speaking of Invest Festival, I know you guys are waiting to see the winner of the raffle. We added an extra week because we got a call from the bros in Ghana. They're gonna throw something in as well. So that free trip to Ghana is still running. We got another week added. So if you're interested, you got seven more days. We'll announce it next Monday we'll announce the winner. So anybody that buys a ticket for the next seven days you're entered to win, you get the mg, the mortgage guys course you get opportunity to get VIP tickets upgraded so. But yeah there'll be a lucky winner of that that will get all expense paid crypto to Ghana. The good thing about this is that when we announce these things other people want to add in. Chime in.

[Derek]

I gotta get a list together soon as my ear get better boy.

[Cameron]

So, so you got seven more days ladies and gentlemen to get your tickets to Invest Fest ticket to enter that raffle for that free trip to Ghana. And that's any. Anybody that buys a general admission ticket. Okay so switching topics before we switch.

[Derek]

What do you think is going to be the end resolution of this conflict with Iran?

[Cameron]

Man? I mean you, you saw Yemen saying that they, they, they have officially entered the war and that they, they said don't put up, don't put your ships in our water. You've been warned.

[Derek]

So that's a strong statement.

[Rashad]

The waterways.

[Derek]

Yeah.

[Rashad]

You starting to hear the, the straight. Herman has come up in conversations. We got to close that down. Help us out.

[Cameron]

It's very interesting situation. I mean, you know, I guess what Israel definitely would want. And now they saying America, because at first America said that they wasn't going to push this line. But some of the stuff that Trump is saying recently is a regime change. And I think that that's something that you really got to be careful with because as I said on blackout, this is how this whole situation started 40 years ago.

[Derek]

Yeah.

[Cameron]

When, when they implemented the show of Iran, who was western backed leadership and the country hated them and they had a revolt. And then the Islamic regime that we have right now in Iran, the state, the cleric regime that runs the country, that was a result up. So you got to be careful when you just try to take out regimes because it actually could be potentially worse for you. So I think that that's, that's what they want to happen.

[Derek]

Destabilization.

[Cameron]

Destabilization and a, a new, a total, a total regime change that's way more moderate. That is friendly with United States, friendly with Europe and friendly with Israel. That's what they want to happen. That's what you see happens. I mean if you look at the countries in the Middle east that have good relationships with America, that's what they, that's what they are. Jordan, Saudi Arabia, Egypt. Right. Like this is why even Syria, like the new regime in Syria is a friendly regime to America. It's interesting. The president, he was on the ICE terrorist list three years ago.

[Derek]

That's fascinating.

[Cameron]

Now he's speaking in front of the United nations in September.

[Derek]

Will it be at investors?

[Cameron]

Oh, no, you never know. Potentially. Potentially.

[Rashad]

Waiting for the coded email.

[Cameron]

So. So where do I think this thing ends? I think that China will come into play.

[Derek]

Absolutely.

[Cameron]

And I think to a lesser degree Russia. I think that they will be able to calm things down. I think Israel will continue to try to get a regime change, but I don't know if that's actually realistic. And I think that they will definitely delay the nuclear program and have, you know, that kind of stomped out at least for the next four years as long as Trump is in office. And there will not, I don't think that they will, that there will be a full fledged war because I don't think that that's beneficial. I know, Americans don't want that to happen. So I don't think that Trump, I think Trump's thing was like, okay, let's just bomb it. Let's show a good face to Israel and then let's just say, okay, now we can just get on with our life. And you know, let's, let's not take this too, let's not take this too far.

[Derek]

Too far.

[Rashad]

That that's been the messaging that's been going out for the past two days now. It's like we're not at war with Iran, we're at war with their nuclear program. We're at war with their nuclear program.

[Derek]

Smart, smart messaging.

[Rashad]

Yeah. The messaging is continuous. Been out from the White House and J.D. vance of that as well. Today it's not a war against Iran and now that the nuclear program has been dismantled, pretty much we can get back to business. We can figure out how to create.

[Cameron]

Peace or has it been dismantled?

[Rashad]

According to them, there's been videos that is coming out of Iran as a, like it has been dismantled. In fact, you've started a war and we're going to end the war. Like that was literally the clips that have been going, I'm sure people have seen on social media. We'll see.

[Derek]

Awesome prayers, man. Crazy.

[Rashad]

Yeah, man.

[Derek]

Yeah.

[Cameron]

Okay. Okay.

[Rashad]

And the market opens positive.

[Derek]

They front ran the investment and told you what was going to happen in Saudi Arabia. Yeah, yeah.

[Rashad]

Oh man.

[Cameron]

Yeah.

[Derek]

That's the great thing about the market though. Regardless of war, feast, famine, regime changes, presidential changes, like the market is literally rigged to stay up through engineering and how they align those indexes. So for everyone watching long term, I wouldn't change my portfolio structure. If you want to add Palantir, fine. If you're already in Meta, I would probably add more. I never thought I'll see the day when Meta would have a lieutenant colonel in the U.S. army. Talk about a moat. It's a hell of a one to have too, so. But I wouldn't change my portfolio too much.

[Rashad]

Yeah. And it's. I'm gonna say this because you didn't at these levels. Right. Like look at the levels that Palantir is at. If you're going to invest in investing long term, but make sure you get it at a price. It's running at a. Yeah, I mean pass all the time. I feel like every week is a new all time. Huh. Just be mindful of that, please.

[Cameron]

Bitcoin Maxis, your leader will be adding best festival Jack Dorsey second leader Michael.

[Derek]

Saylor, the first one that's the new Bitcoin Jesus. Michael Saylor, we need you. Please pull up.

[Rashad]

Bitcoin Jesus as well.

[Cameron]

Bitcoin Jesus.

[Derek]

I feel so bad for Kathy Arc started to make a little run. But that's really honestly the bitcoin exposure or institutional play was Jack's idea though. Square.

[Cameron]

Yeah.

[Derek]

Yeah.

[Cameron]

Jack is the. Hey. Yes. Michael Saylor is the flashy like kind of renegade.

[Derek]

Yeah.

[Cameron]

Jack is the more the institutional standard.

[Derek]

Absolutely been that way. Yeah.

[Cameron]

Yeah.

[Rashad]

But we'll ask him out to Kathy Wood.

[Cameron]

Relax him.

[Rashad]

Former former Invest Fest for sure. Attendee panelists.

[Cameron]

Oh, XRP army for shot.

[Derek]

What XRP did to you.

[Cameron]

One day. One day.

[Derek]

Let's have a conversation now. Go ahead.

[Cameron]

Well, you know the XRP enthusiasts, they're very passionate and you know, they for some reason decided to just, you know, go crazy on me a few months.

[Derek]

Ago because you antagonize them every month.

[Cameron]

That's why XRP is under $2 right now. All I'm saying is that when, okay, the court case is going. Okay, the CEO. Okay, Trump's in. Okay, bro. When. When are we going to have XRP reached $10,000?

[Derek]

Oh, no. But I, I can see 10, 10 years. Yeah.

[Rashad]

Even that is like still far fresh at this point.

[Cameron]

When. When is it gonna happen? That's all I'm saying.

[Derek]

Well, the same way XRP got derailed is similar to how Jack Dorsey and Square got derailed. Hopefully he'll tell the story at Invest Fest, but there was some collusion by some banks to thwart the greatness of Square.

[Rashad]

And maybe some financial tech companies as well. Not just the banks.

[Derek]

Yep. So. But Rashad, I hear you. Can't everyone that love assets just all get along? I'm feeling more like emotional because my ear is hurting, you know, But I'm seeing like Bitcoin, xrp Vanguard. Can everybody just get along and love each other before we go to war?

[Cameron]

No.

[Derek]

Okay.

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