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I sat down with Ran Neuner for one of the most eye-opening conversations I’ve had all cycle. We talked about how the new wave of Bitcoin treasury companies is creating a dangerous leverage bubble, why this altcoin cycle might be different, and how we’re both thinking long-term about network effects over hype. This episode of The Wolf Of All Streets could completely change the way you think about this market.

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#Bitcoin #Crypto #investments

Timecodes:

0:00 Intro - Bear Market Blues

2:30 Bitcoin Maxis Launch ICOs?

4:45 Ran’s U.S. Exposure Plan

7:00 Rebuilding After $100M Loss

10:10 Solana Comeback Strategy

13:40 Surviving Crypto Cycles

15:10 From Degens to ETFs

18:40 Crypto’s Tortoise Wins

21:00 Ran’s Investment Thesis

24:00 Meme Coins vs Casinos

26:30 Do You Need an Exit?

28:00 Networks Beat Dollars

31:30 Will Altcoins Dump Again?

33:30 Traders Become Investors

35:00 Altcoin Treasury Companies

39:00 Why Stocks Outperform Tokens

43:00 The Treasury Company Scam

47:00 How This Cycle Ends

50:00 Final Crash Trigger

52:30 Stocks vs Tokens Risk

56:00 Solana vs Ethereum

58:00 Coinbase Is the Winner

1:00:00 Private Sales Are Dead

1:02:00 Fartcoin to Coinbase?

1:04:00 Family vs Crypto Time

1:06:00 Bitcoin vs Altcoin Channels

1:08:00 Monthly Podcast Proposal

The views and opinions expressed here are solely my own and should in no way be interpreted as financial advice. This video was created for entertainment. Every investment and trading move involves risk. You should conduct your own research when making a decision. I am not a financial advisor. Nothing contained in this video constitutes or shall be construed as an offering of financial instruments or as investment advice or recommendations of an investment strategy or whether or not to "Buy," "Sell," or "Hold" an investment.

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