

Still Time To Be Bullish?
33 snips Sep 17, 2025
The discussion kicks off with the question of whether it's still time to be bullish in crypto. Market dynamics are shifting, emphasizing a more patient investment approach. They analyze potential outperformers like Solana and Galaxy, while diving into strategies around altcoins and the growing trend of on-chain gambling. Personal trading experiences highlight both the risks and rewards of investing, along with the exciting intersection of AI and crypto. The marketplace for digital collectibles is also explored, showcasing the future of asset value in this evolving landscape.
AI Snips
Chapters
Transcript
Episode notes
Market Maturation Requires Patience
- The crypto market is maturing into a slow, choppy grind rather than instant parabolic rallies.
- Investors should be more patient and build conviction in thesis-driven positions over weeks to months.
Sit On Conviction Trades
- Build conviction in specific theses and sit through chop instead of trading frantically.
- Accumulate assets where you have an edge and wait for fundamentals or catalysts to materialize.
Value, Momentum, Fundamentals Triad
- Use a three-part framework: value, momentum, and fundamentals to evaluate trades.
- Monitor revenue signals and buybacks to verify on-chain business health in real time.