1000x

Is the Cycle Over, Portfolio Psychology, & Prediction Market Alpha

27 snips
Oct 22, 2025
Jason Yanowitz, co-founder of Blockworks and crypto media expert, dives into critical discussions about the current crypto cycle and market dynamics. He explores the tension between OG whales selling and new investors entering the market. The conversation also touches on strategies for handling big winners like Robinhood, trading psychology, and the impact of tax regulations on prediction markets. Listeners gain insights into token selection and the importance of robust tokenomics in navigating today's market.
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INSIGHT

Unusual Market Confusion

  • The market feels unusually confused with low consensus among participants right now.
  • Jason Yanowitz highlights this lack of clear, dominant trades versus prior years.
INSIGHT

OG Selling Vs Market Absorption

  • OG whales are selling large positions while the market is absorbing those sales and staying range-bound.
  • Avi and Jason note sideways price action despite big sell orders from early holders.
INSIGHT

New Whales Are Entering

  • New entrants, institutions, and wealth transfer buyers are stabilizing crypto prices.
  • Jonah stresses rails and institutional adoption are bringing sustained inflows into crypto.
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