Just dropped a new pod with Fundstrat's Sean Farrell — dude's their head of digital asset strategy, so he actually knows what he's talking about (rare these days).
We went deep on macro, $BTC, $ETH, and why normies should probably have some crypto exposure even if they're scared shitless. Also covered whether DeFi tokens can actually pump next cycle or if we're all just coping.
Key stuff:
- When DeFi stopped being a meme and became real tech
- Sean vs Tom Lee on where we're headed (spoiler: they don't always agree)
- Are we bottomed? Price action vs credit expansion
- Can DeFi tokens actually win or is it just $BTC/$ETH forever?
- TradFi stealing DeFi playbooks (ironic as hell)
- Wall Street's real take on crypto behind closed doors
- The macro case for holding $ETH + $BTC in every portfolio
If you're trying to figure out where this market's going and not just gambling on dog coins, this one's worth your time. Sean's not some permabull shill — he'll tell you when shit looks bad.
Link in bio or whatever. Don't be lazy, go listen.
We went deep on macro, $BTC, $ETH, and why normies should probably have some crypto exposure even if they're scared shitless. Also covered whether DeFi tokens can actually pump next cycle or if we're all just coping.
Key stuff:
- When DeFi stopped being a meme and became real tech
- Sean vs Tom Lee on where we're headed (spoiler: they don't always agree)
- Are we bottomed? Price action vs credit expansion
- Can DeFi tokens actually win or is it just $BTC/$ETH forever?
- TradFi stealing DeFi playbooks (ironic as hell)
- Wall Street's real take on crypto behind closed doors
- The macro case for holding $ETH + $BTC in every portfolio
If you're trying to figure out where this market's going and not just gambling on dog coins, this one's worth your time. Sean's not some permabull shill — he'll tell you when shit looks bad.
Link in bio or whatever. Don't be lazy, go listen.