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145. Was Ted Kaczynski Right? How Screwed Is Trump? Cardano Meltdown

Alfalfa Podcast

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Optimism and Arbitrum

Maddox easily has another 50% to go down unless we get like a very positive inflection in the news cycle about L2's arbitrum. optimism actually kind of looks like semi capitulated to me I think that was like a pretty big capitulatory move. The highest probability right now is that we see like kind of low 14s on ETH which would potentially be pretty bad for for all. FTX could revisit FTX but it's not my base case so you're just nibbling as this thing I think take down.

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