Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 3min
FTX Is Still Crypto - Part Two
02:36 • 2min
The Third Part of the Thesis, Which I Laid Out in November
04:27 • 2min
How Do You Think the Docket Goes From Here?
06:46 • 2min
Eth BTC
08:57 • 4min
What Is Shanghai?
13:04 • 3min
Is There Any Liquidity Change?
15:40 • 2min
Is There Any More ETH Selling Ever?
17:47 • 3min
Blockworks Research
20:21 • 2min
Liquid-Staking Derivatives - Is That a Good Trade?
22:20 • 3min
Is Lido Valuable?
24:52 • 3min
Is There Anything That Could Change Your Decision?
28:16 • 4min
Is ETH Really the Only Investable Asset?
32:44 • 3min
Is Solana the Premier Sort of L1 Layer?
36:13 • 3min
Bitcoin Is Not Decentralized, but It Generates Fees
38:47 • 2min
Is Bitcoin a Better Decentralized Store of Value?
41:07 • 2min
Is ETH Worth More Than Bitcoin?
43:07 • 2min
Aptos
45:24 • 2min
Cryptocurrency - Is This the Next Big Thing?
47:49 • 2min
Aptos Surge Triggers Flashbacks of Ripple's 2017 Bull Run, Shorting Positions in the South Korean Crypto Market Might Hold Some Answers to the Token Spike?
50:10 • 2min
The Lesson Learned From AppDose
52:32 • 2min
The OP Was a Token That Ripped as Well.
54:55 • 4min
Is There a Use Chain for Crypto?
58:46 • 3min
ETH Is Going to Generate a Lot of the Value?
01:02:09 • 2min
Is ETH Going to Be a Decentralized SOV?
01:04:18 • 4min
Is DYDX a Good Token?
01:07:53 • 3min
Is There a Market Fit for Cryptocurrency?
01:10:24 • 2min
What Is Inflation?
01:12:14 • 3min
COVID - The Acute Driver of Inflation
01:14:49 • 3min
COVID - The Largest Inventory Correction in History?
01:17:25 • 2min
Is There a Big Battle to Get Inflation Down?
01:19:41 • 2min
The Fed Is Doing a Better Job Than People Give It Credit For
01:21:48 • 1min