Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy?
1000x
Applications Over Infrastructure Thesis
Avi revisits his 2018 critique of the fat protocol thesis, arguing apps and app-specific chains will win value capture.
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 dive into how AI, equities, and app-layer innovation will shape the next phase of crypto. Enjoy!
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Peaq, the Machine Economy Computer, proudly sponsors the 1000x podcast.
Peaq is home to 60+ apps across 20+ industries and millions of onchain devices, machines, and robots.
It powers the world’s first tokenized robo-farm in Hong Kong and has launched the Machine Economy Free Zone in Dubai as an innovation hub for Web3, Robotics, and AI.
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Katana directs chain revenue back to DeFi users for consistently higher yields.
It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags:
https://app.katana.network/?utm_source=BW-Pod
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Timestamps:
(00:00) Introduction
(00:41) Are We So Back?
(07:03) Market Fear Overblown
(10:20) Ads (Kraken OTC, Peaq)
(11:36) Bitcoin, Equities, Macro
(24:32) Crypto vs Equities
(27:52) The Fed, Ukraine War, Inflation
(33:36) Ads (Kraken OTC, Peaq, Katana)
(35:31) Do We Need New L1s?
(42:18) Crypto’s Internet Moment
(48:08) Applications Will Beat Protocols
(52:00) Aster & CZ Debate
(01:02:46) Meta Bull Thesis
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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
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