Alfalfa Podcast

220. Where Are We In The Cycle?

40 snips
Dec 13, 2024
Discover the adrenaline of a Muay Thai session in Bangkok and the contrast of networking at a foreign conference. Dive into market cycles and personal investment strategies, from Bitcoin’s emotional rollercoaster to Ethereum's market position. Explore the threat of quantum computing on cryptocurrency security, plus the ethical debates surrounding online gambling. Laugh and learn through reflections on healthcare reform and societal changes, culminating in intriguing discussions about the Fourth Turning and its potential for transformation.
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ANECDOTE

Muay Thai in Bangkok

  • Arman Assadi recounts his Muay Thai training experience at the St. Regis hotel in Bangkok.
  • A Thai trainer initially assessed Arman's skills and then pushed him harder.
INSIGHT

Market Cycle Position

  • The hosts discuss their position in the market cycle, believing they are between belief and thrill.
  • They debate if widespread agreement on this placement negates its validity.
ADVICE

Market Leverage Metric

  • Consider funding rates on futures as an indicator of market leverage.
  • High funding rates suggest increased leverage and potential market instability.
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