Lark Davis, Founder of Wealth Mastery, on AI Memecoins, Bitcoin, Solana, and 2025 Crypto Trading Strategy | Ep. 393

Lark Davis, the founder of Wealth Mastery, joined the Cryptonews Spotlight podcast to discuss the state of crypto markets, Bitcoin’s rise, the meme coin frenzy, and his strategies for the coming years. You’ll find the highlights from the podcast below.

Life in Dubai and a Fresh Perspective

Davis shared how his move from New Zealand to Dubai was influenced by a desire to be closer to the action, enjoy a more dynamic environment, and escape high taxes. He praised Dubai’s family-friendly atmosphere and entrepreneurial spirit.

“I love New Zealand. That’s my home… but it just kind of felt time for a fresh perspective on things.”

Bitcoin’s Path to $100K and Beyond

Davis discussed Bitcoin’s recent break of the $100K mark and his long-term price targets.

He believes Bitcoin’s value will continue to rise, driven by increasing demand from institutions, retail investors, and even nation-states.

“We’re going to get to a 100K Bitcoin, whether it’s in the next few days or the next couple of weeks—it doesn’t substantively matter.”

Bitcoin ETFs and Institutional Demand

Lark highlighted how Bitcoin ETFs and institutional interest are reshaping the market.

He noted the dramatic outpacing of Bitcoin supply by demand and hinted at a potential country accumulating Bitcoin as part of a strategic reserve.

“The Bitcoin ETFs in the last month have probably bought the equivalent of the entire year of Bitcoin miner production.”

Ethereum’s Challenges and Solana’s Rise

“Solana decentralized exchange volume right now is so significant that it’s often not only beating Ethereum, but beating all Ethereum Layer-2s combined.”

Davis discussed Ethereum’s current narrative struggles and compared its performance with Solana’s meteoric rise.

He acknowledged Solana’s dominance in decentralized exchange (DEX) activity and its role as a hub for memecoin activity but stressed that Ethereum remains a critical player for institutional adoption.

The Evolution of Meme Coins

Meme coins have captured the market’s attention, much like ICOs in 2017.

“Meme coins are the ICOs of 2024.”

Davis called memecoins a “gateway drug” for crypto, bringing retail investors into the space. He emphasized the need to differentiate between fleeting trends and assets with staying power.

AI and Memecoins: Sticky Narrative

The fusion of AI and meme coins creates a new wave of innovation. Davis mentioned projects like ZEREBRO and GOAT, which combine AI agents with blockchain technology.

While he hasn’t invested in these projects yet, he sees significant potential in their ability to drive market interest.

“AI and meme coins coming together is a much stickier narrative that is probably going to have a lot of play this cycle.”

Strategies for Navigating Meme Coins

Davis warned of the risks in the meme coin market, including insider trading and bots. He advised focusing on established projects with strong communities instead of chasing small-cap coins that often go to zero.

“Most of you listening are going to be the cannon fodder.”

He also emphasized taking profits early and avoiding overexposure to high-risk assets.

The Problem of Market Dilution

Davis highlighted the oversaturation of the meme coin market and the difficulty of finding quality projects. He compared this trend to the NFT boom, where only a few projects gained lasting value.

“Every single day, there’s 50,000 meme coins being launched… and 99.9% go to zero within a couple of hours.”

2025 Crypto Trading Strategy

Looking ahead, Davis emphasized the importance of taking profits during market peaks.

“You have to take your profits, or the market’s going to take them for you.”

He warned against holding assets through the next bear market and stressed the value of securing financial freedom during bull runs.

Final Advice: Be Smart and Plan Ahead

Davis offered a reality check for investors, reminding them that market conditions, not personal brilliance, drive much of their success.

He urged listeners to adopt disciplined strategies, ladder profits, and avoid the temptation of chasing unsustainable returns.

“You are not a genius—this is just the bull market.”