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Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy?

36 snips
Nov 24, 2025
This week dives deep into the fallout from crypto's market meltdown and how bearish sentiment may have overshot. The hosts discuss possible bullish reversals fueled by stronger macro factors. They also explore the impact of AI on equities and the future of crypto trading. Jonah and Avi share their recent investment moves, emphasizing the potential of Bitcoin. Expect lively banter around prepping for disruptions, and intriguing debates on where value lies: in blockchains or applications? It's a packed discussion that balances humor with insightful market analysis.
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INSIGHT

Sell-Off Was Macro Not Crypto

  • Crypto's recent sell-off mainly mirrored equities and macro fear, not unique crypto fundamentals.
  • Avi Felman argues washed-out bearish sentiment and exhausted sellers set up a bullish reversal near value levels.
ADVICE

Scale In Rather Than Wait

  • Scale into positions instead of waiting for a perfect bottom; nibble around current value bands.
  • Avi increased equity buys first, then rotated proceeds into crypto to raise crypto exposure from ~20% to ~30–35%.
INSIGHT

OG Sellers Stopped Hitting The Market

  • Bitcoin approached value levels as OG selling slowed, removing a major source of downward pressure.
  • Jonah Van Bourg highlights that old-wallet selling decelerated below prior highs, supporting the base.
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