Stocks Hit ATHs… But Wen Crypto?
Real Vision: Finance & Investing
Intro
The hosts engage in a casual conversation discussing recent events in the crypto and macro world, reflecting on past episodes, joking about audio issues, and expressing excitement for the Euros tournament.
🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0. Equities and digital assets have decoupled. Why? And when will crypto push higher?
Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson are back to review the biggest themes and narratives this past week, including why cryptocurrencies have not followed the lead set by stocks, which set new all-time highs this week, and bitcoin's increasing dominance.
Chapters:
00:00 - Intro
01:04 - Conversation about the upcoming Euros
02:27 - Transition to discussing the crypto market
02:48 - Overview of the past week's market performance
02:55 - Bitcoin's movement and support levels
03:05 - Performance of ETH and Solana
03:12 - Bitcoin dominance and its implications
03:43 - OSF's feelings about the market and recent price action
04:19 - Discussion on the bullish fundamentals of crypto
04:30 - Overview of CPI, PPI, and FOMC impacts
05:01 - Market sentiment and the effect of recent data
05:21 - Comparisons to last year’s market behavior
05:34 - Discussion on the supply overhang and its potential sources
06:43 - Prediction of new all-time highs in the coming months
07:01 - Discussion on market frustration and lack of momentum
07:55 - OSF talks about minor selling and its impact
08:19 - The importance of catalysts for market movement
09:03 - Discussion on the technical factors affecting the market
19:05 - Discussion on the rise of celebrity tokens
19:17 - Mention of Andrew Tate’s token and its market impact
19:29 - Comparison to the NFT cycle of 2021-2022
19:59 - Detailed view on the speculative nature of celebrity tokens
21:00 - OSF's perspective on the risks and sustainability of these tokens
29:30 - Introduction of the Ton Coin and its recent performance
29:45 - Discussion on Ton Coin flipping ETH in active addresses
30:07 - The impact of Telegram’s user base on Ton Coin
30:29 - Speculation on Ton Coin being the "Solana" of this cycle
31:00 - Overview of the Curve founder’s liquidation situation
32:00 - Discussion on the implications for the DeFi market
32:56 - Comparison to traditional finance and margin loans
34:00 - Overview of Terraform Labs’ fine by the SEC
34:43 - Discussion on the implications of the fine and distribution of funds
35:29 - Comparison to CZ's settlement with the SEC
36:00 - Discussion on the performance of gaming tokens
36:23 - Analysis of Prime Parallel TCG’s tokenomics change
37:55 - Speculation on the future of crypto gaming and challenges
Q&A Session
41:00 - Discussion on the need for a new narrative for Bitcoin
41:50 - Analysis of hedge funds doing carry trade and its impact
44:00 - Discussion on the impact of upcoming elections on investments
45:00 - Analysis of potential rate cuts by the FED
48:38 - Wrap-up and closing remarks
🔥 Get access to a monthly exclusive drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0
Timestamps:
(coming soon after the LIVE ends)
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