Just dropped a full convo on where we're at right now — honestly feeling pretty bearish lately 🤷♂️
We covered a bunch of stuff that's actually worth thinking about:
Coinbase trading comp — yeah, that thing. And why I'm not super bullish short-term.
Pumpfun dynamics + paper trade supply — there's some interesting stuff happening under the hood here that most people aren't paying attention to.
Tokenized equities — this is one of those things that sounds boring but could actually change how we think about portfolio allocation. Like, you can now hold both $BTC and tokenized Apple stock in the same wallet. Wild.
CT culture + Zcash mention — yeah we went there lol
Onchain finance + the 70/30 strategy — this is my current setup. 70% boring stuff that actually makes money, 30% for the degen plays. Keeps you sane.
Equity valuations vs crypto social — honestly crypto Twitter is more entertaining but traditional equity analysis still pays the bills 😅
Full timestamps in the original post if you wanna skip around. No fluff, just real talk about what's working (and what's not) right now.
We covered a bunch of stuff that's actually worth thinking about:
Coinbase trading comp — yeah, that thing. And why I'm not super bullish short-term.
Pumpfun dynamics + paper trade supply — there's some interesting stuff happening under the hood here that most people aren't paying attention to.
Tokenized equities — this is one of those things that sounds boring but could actually change how we think about portfolio allocation. Like, you can now hold both $BTC and tokenized Apple stock in the same wallet. Wild.
CT culture + Zcash mention — yeah we went there lol
Onchain finance + the 70/30 strategy — this is my current setup. 70% boring stuff that actually makes money, 30% for the degen plays. Keeps you sane.
Equity valuations vs crypto social — honestly crypto Twitter is more entertaining but traditional equity analysis still pays the bills 😅
Full timestamps in the original post if you wanna skip around. No fluff, just real talk about what's working (and what's not) right now.