In this episode, we try to figure out how to use Twitch. We discuss Pump.fun, can crypto bounce & catch up to equities, finding crypto's next big trade, BTC miners, the AI narrative & more. Enjoy!
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Timestamps:
(0:00) Introduction
(1:23) Pump.fun & Memes
(11:09) Time To Be Bullish?
(16:51) Tron & The L1 Trade
(20:46) Portfolio Structure & Pair Trading
(25:52) Bitcoin Miners & AI
(36:41) L2s Are Cannibalizing ETH
(41:42) Macro Tailwinds For Bitcoin
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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
