Bitcoin is not trading like an inflation hedge and that narrative is dead. BUT, there's an important naunce here...the longterm thesis & potential for Bitcoin is not affected. If you can seperate the short-term impact of high inflation data vs long-term impact effects, you're in a much better position to manage your crypto portfolio through any cycle.  This quick 10 minute episode is a market update with pieces from Cliff Asness, Ari Paul, and Tyler Winklevoss included for added context.  If you enjoy these quick market updates please tweet at me and let me know!          Show sponsors:  •Bybit: Trade Bitcoin, ETH, or your favorite altcoins on the best trading platform in crypto.  Use the show link for a Bitcoin deposit bonus on new trading accounts: https://partner.bybit.com/b/luke

Bitcoin is NOT an Inflation Hedge, Now What? | Market Update

Stacks, hosted by Luke Martin, explores the most exciting opportunities & key trends in crypto. From hedge funds to venture firms, traders to longterm investors, you will learn how the smartest players are making money. Episodes cover Bitcoin, altcoins, NFTs, and more.

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Su Zhu is previously co-founder of Three Arrows Capital, one of the largest crypto hedge funds last cycle. In this episode we discuss lessons learned from making & losing BILLIONS of dollars in crypto, understanding why memecoins are so important this cycle, biggest fumbles vs biggest wins, the risk of mixing trades with investments, Airdrop Points, ICOs, the ETH ETF trade, Dogecoin ETF, how the crypto exchange meta will evolve, the new L1 trade this cycle, and more.     Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  

Billion Dollar Trades & The Crypto Supercycle w/ Su Zhu

Kevin is the co-Founder of Delphi Digital, a leading crypto research firm. We talk about his Bitcoin 4 year cycle prediction which has played out perfectly. What does the outlook & indicators show for the rest of 2024, how you can use this model, global liquidity, macro update, what factors to watch out for, inflation, how presidential cycles affect the market, and more.     Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  

The Most Accurate Bitcoin 4-Year Cycle Price Model w/ Kevin Kelly

Jihoz is a co-founder of Axie Infinity, which was one of the biggest crypto gaming projects ever that produced a 1,600x return last cycle. In this discussion we talk about why there hasn't been another 1000x crypto game this cycle, most exciting gaming projects right now, is gamefi happening on Solana or Ethereum, play-to-earn, new trends, Ethereum L2s, memecoins vs gaming projects, and more.     Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  

Finding the Next 1000x Crypto Game w/ Jihoz

Colton Kirkpatrick, the founder of ZYN coin: one of the most popular memecoin or culture coins in the 2024 bull run. We discuss the origin story, why memecoins are playing such a big role in this bull market, how this sector evolves, finding the next big opportunity, what he would do different, advice to people creating coins, how traders can identify these early, culture coins, and more.     Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  

How He Created a Coin Worth $100Million in 3 Months w/ Colton Kirkpatrick

Guy Young, the founder of Ethena Labs: which you can think of as a crypto-dollar system. In the first week it has already achieved 100k+ users and billions in market value. As one of the most anticipated new token launches, Ethena has been discussed nonstop across Twitter with traders split about risks and exciting potential. We discuss the concerns some investors have about the risks of these stablecoin systems creating an eventual market collapse like Terra Luna did last cycle. We also discuss how the trade works, bullish scenarios, what it means for traders, highlight the best questions from crypto twitter, and more.      Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime!  

Bitcoin is NOT an Inflation Hedge, Now What? | Market Update

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