Good Game How Long Will This Bear Market Last? | EP 72
24 snips
Mar 19, 2025 Imran and Qiao dive into the current bear market in crypto, discussing its mid-cycle status and contrasting trader sentiments. They highlight China's AI advancements and their competitive edge over the U.S., along with privacy concerns in a surveilled world. The duo also examines the implications of tokenizing startups and equities, while exploring innovations in electric vehicles and robotics. With insights into the intersection of AI and coding, they empower founders with user-friendly web development tools to navigate the changing tech landscape.
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Strong Economy Contradicts Bearishness
- The economy appears strong, contradicting bearish sentiment.
- Corporate earnings forecasts have risen, high-yield spread is low, and unemployment is near record lows.
Crypto Sentiment Divergence
- Crypto sentiment shows a strong divergence.
- Crypto natives are extremely bearish while TradFi institutions are bullish on Bitcoin.
Permissioned Layer 1s for TradFi
- TradFi launching permissioned Layer 1s may offer more control and regulation.
- This could potentially mitigate counterparty risks and hacking, attracting regulated TradFi firms.