Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy?
1000x
Market Meltdown Context: Equities Driven Sell-Off
Avi explains the recent crypto drop as an equity market sell-off and argues bearish sentiment overshot.
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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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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