In this episode, we dive deep into the state of crypto heading into the election with special guest, The Giver. We explore Bitcoin's recent surge and its true correlation with the upcoming election. The Giver shares his contrarian view on Bitcoin's rally and explains why he's shorting altcoins. We also delve into meme coins, discussing their role in portfolio composition and their potential for uncorrelated returns.
Enjoy!
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Follow The Giver: https://x.com/lazyvillager1
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Timestamps:
0:00 Introduction
2:54 Bitcoin's Flows & Shift
9:32 The Giver's Crypto Journey
17:57 Long Term Thinking in Short Term Markets
23:27 Edge in Crypto from Private Equity
31:32 Net Short Perspective
44:35 Bitcoin's ATH Move
56:40 GOAT Memecoin
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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
