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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insights 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.
insights 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.
volunteer_activism 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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This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer, CEO of Orange Cap Games and Spencer Ventures. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the labor market weakness, the Federal Reserve's potential next move, the collectibles market, and much more.
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