In this conversation, the hosts discuss the current state of the cryptocurrency market, focusing on recent trends, macroeconomic influences, and trading strategies. They explore the dynamics between Bitcoin and altcoins, the implications of macroeconomic factors on trading, and the future of blockchain technology, particularly the differences between Layer 1 and Layer 2 solutions. The discussion also touches on token economics and the viability of emerging projects in the crypto space.
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Chapters

(00:00) Intro: Bitcoin Pumping to $86k
(01:25) The "Fastest Horse" Strategy: Why ZCash (ZEC) is Up
(04:34) Crypto vs. Macro: Why Traders are Watching Stocks
(08:09) Market Rotation: Why Old Coins are Beating New Tech
(12:41) HYPE Analysis: Is it a Buy or a "Bull Trap"?
(18:13) The L1 Debate: Are Blockchains "iOS" or just "5G"?
(25:13) Why Your Tokens Are Worthless
(29:00) Prediction Markets + (3,3) Inflation
(33:31) Builder Codes & Fees: The "Base App" Controversy
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Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.