Empire Hivemind: Can Crypto Bounce, Monad's ICO & The Perp Opportunity
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Nov 20, 2025 The hosts delve into Bitcoin's struggle to reclaim $95k amidst market unease. They investigate the unexpected surge of Zcash, questioning its status as a safe haven. A discussion on leverage and shorting strategies highlights current trading dynamics. Monad's ICO structure aims for wider distribution, while the potential of perp aggregators is debated. Finally, they explore onboarding challenges and opportunities in the bear market, emphasizing the importance of resilient projects for future growth.
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Asymmetric Correlation Of Bitcoin
- Bitcoin is decorrelated to the upside but perfectly correlated to the downside right now.
- The market lacks a sustained spot bid and risk appetite remains muted.
Range Low Is A Key Decision Point
- The 88–90K range is where bottom positioning could form if a spot bid returns.
- Traders should consider lightening short exposure as downside beyond this range offers diminishing edge.
Zcash As A Standout Pocket Bid
- Zcash has become a concentrated pocket of bid and could lead rallies if markets rebound.
- Its supply dynamics and relistings make it a likely beneficiary of any bear-market bounce.