1000x

Value & Momentum

28 snips
Sep 22, 2025
This week, the hosts dive into the waning momentum in the crypto market, speculating on a potential near-term flush. They analyze ASTER as a volatile trading option and introduce exciting new stablecoin products that are attracting institutional interest. The conversation also shifts to crypto equities, discussing how TradFi is influencing the market amidst ongoing scams during ‘crime season.’ With valuable trading advice and insights, this discussion is a treasure trove for traders!
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INSIGHT

Momentum Has Run Out Without Bitcoin

  • The market has lost momentum because Bitcoin isn't cooperating with altcoin strength and equities gains.
  • Avi expects a reset (a flush) before meaningful buyer flow returns to BTC around better value levels.
ADVICE

Trim Positions And Wait For A Flush

  • Reduce exposure or keep dry powder and wait for a significant flush before redeploying capital.
  • Buy into dips near the 100–105k BTC range rather than chasing current levels.
INSIGHT

Leverage And Momentum Drive Short Moves

  • The recent moves are largely driven by momentum traders and leverage dynamics, not new capital.
  • Open interest and funding swings explain many quick run-ups and rapid liquidations.
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