In this episode, we dive deep into the state of crypto heading into the election with special guest, The Giver. We explore Bitcoin's recent surge and its true correlation with the upcoming election. The Giver shares his contrarian view on Bitcoin's rally and explains why he's shorting altcoins. We also delve into meme coins, discussing their role in portfolio composition and their potential for uncorrelated returns.

Enjoy!

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Timestamps:

(0:00) Introduction

(02:54) Bitcoin's Flows & Shift

(09:32) The Giver's Crypto Journey

(17:57) Long Term Thinking in Short Term Markets

(23:27) Edge in Crypto from Private Equity

(31:32) Net Short Perspective

(44:35) Bitcoin's ATH Move

(56:40) GOAT Memecoin

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed