Empire Have We Topped, Aster vs Hyperliquid & Tether's $500B Valuation | Weekly Roundup
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Sep 26, 2025 This week, the hosts dive into the frothy crypto markets, discussing liquidation cascades and the potential cycle top. Tether's ambitious plan to raise $20B at a staggering $500B valuation raises eyebrows. They compare Aster's new launch against Hyperliquid's advantages in execution and trading dynamics. Get insights on upcoming crypto IPOs and why overlooked traditional businesses might be better bets. Plus, they touch on new token launches and discuss Cloudflare’s entry into the stablecoin space.
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Consolidating Gains Into Bitcoin
- Jason and Santi describe consolidating cyclical gains into Bitcoin and safer long-term holdings.
- They sold rallying tokens like Athena and rotated into assets they trust to endure cycles.
Pick One: Trader Or Long-Term Holder
- Decide whether you are a trader or a long-term investor and stick to it to avoid getting "slaughtered."
- Hold cash if overexposed and plan bids at lower prices like 90k Bitcoin to avoid panic selling.
Stay Consistent With Your Time Horizon
- Don't flip between day trading and five-year holding; pick a horizon and stick to it.
- Keep cash available to buy on meaningful pullbacks rather than being fully deployed.