Gm! This week, we cover end-of-year tax moves, revisit Jonah’s CryptoPunk trade, and share our views on equities and commodities. We also dive into the stupidly bullish AI scenario, the horseshoe theory..
This week, we discuss what's next for markets as crypto tries to form a bottom. We deep dive into Trump's Fed chair appointment, is it time to squeeze the bears, ASTER vs..
Gm! This week, we talk about crypto's market meltdown, why bearish sentiment overshot, and why value levels, OG seller exhaustion, and stronger macro backdrops may set up a bullish reversal. We also..
Gm! This week, we're joined by founder of Inversion Capital Santiago Roel Santos to discuss Bitcoin breaking $95k, why crypto valuations are struggling, how AI and traditional markets offer better value and..
Gm! This week, we talk about Bitcoin's 100k defense, potential "tariff stimmy," AI mania, K-shaped crypto recovery, and biggest lessons from trading. Enjoy!
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Gm! This week we're joined by Max Bronstein to talk about the massive selloff, DAT concerns, long-term value in crypto, Jonah jeeting out of his crypto punk, Mamdani winning the NYC mayoral..
Gm! This week, Blockworks Co-Founder Jason Yanowitz joins us to discuss whether the crypto cycle is truly over, OGs selling vs new whales entering, and how we manage our portfolios. We also..
Gm! This week, Forward Guidance and 1000x go live from DAS London to unpack the recent market chaos, Trump’s tariff tweets, and massive cascading liquidations. We also debate Bitcoin’s resilience versus altcoin..
Gm! This week, we dig into Uptober, Bitcoin hitting all-time highs, and what's next for markets. We also dig into BTC vs gold, if Bitcoin calls are the best trade, and the..
Gm! This week, we dig into Plasma's launch, the Aster trade, Democrats' impact on crypto, the DAT insider trading crackdown, Jonah's META thesis & more. Enjoy!
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Gm! This week, we break down the loss of momentum and the likelihood of a near-term flush before new buyers step in. We also discuss short-term trading setups like ASTER, how to..
Gm! This week, we unpack the Aerodrome vs. ENA trade idea, why DATs may be losing their punch, how we’re positioning across crypto, commodities, and equities & more. Enjoy!
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