Markets saw a small bounce, with Cap and Steve stressing the importance of staying balanced so you don’t overinvest and trade emotionally. They noted this cycle feels more boring than 2021, as liquidity pools, perp DEXes, and yield farming dominate in ways that mostly benefit whales over broad NFT excitement. Abstract faced more criticism for failing to reward streamers, while Pump.fun continued to gain traction with creators like Laura Shin making the move. The hosts also debated whether OpenSea lootboxes are truly +EV, questioning their unclear terms, possible role in the $SEA drop, and how historical volume might influence allocation.

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