Episode 21 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have Darryl Wang from Tangent again to discuss where we are in the cycle and how he's playing crypto into the election. He still prefers longing SOL as the best way to get exposure in the markets, and discusses why DeFi might be a value trap.
This was recorded on July 15th.
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Timestamps:
0:00 Introduction
3:56 Is Trump Bullish for Crypto?
7:21 The Updated Solana Thesis
13:58 DeFi as ETH Beta
19:40 Next Narrative Trades
32:04 Trading "Low Float High FDV" Tokens
40:14 Insights from OTC Desks
47:22 Cutting out Signals from Noise
53:24 Advice to Younger Self
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