Real Vision: Finance & Investing

Crypto Seesaws on Weak U.S. Jobs Data | Trading Cards Bonanza | REKTVision

28 snips
Sep 5, 2025
In this engaging discussion, Spencer, CEO of Orange Cap Games and a recognized NFT goat trader, sheds light on the current state of cryptocurrencies. He delves into labor market trends affecting digital assets and outlines the impact of the Federal Reserve's decisions. Spencer also examines the booming market for tokenized trading cards, revealing how collectibles like Pokémon are gaining traction among younger generations. With his expert insights, he navigates the challenges and opportunities in this dynamic landscape of crypto and collectibles.
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INSIGHT

Hyperliquid Markets Amplify Small Moves

  • Bitcoin volatility feels muted compared to earlier cycles because markets are hyper-liquid and traders use perps heavily.
  • Small 1% moves now trigger outsized reactions because many participants are over-levered and emotionally reactive.
INSIGHT

Bitcoin Trading More Like Stocks

  • Bitcoin is behaving more like the S&P as institutional investors and product access converge.
  • This reduces its role as an inflation hedge and raises correlation with public markets.
ADVICE

Prioritize Bitcoin In A Rate-Cut Narrative

  • Consider rotating into Bitcoin first in a softening-jobs, rate-cut narrative before chasing altcoins.
  • Short-term flows may favor BTC in September and October, so size positions accordingly.
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