Episode Details

In this episode, we discuss Bitcoin’s resilience near the bottom of its range, portfolio decisions after taking Zcash profits, and Citi’s forecast for smaller long-bond auctions alongside Papertrade’s launch.


00:00 Introduction


01:11 Crypto Headlines


03:06 Web3 Roundup


12:43 Reallocating After Zcash Profits


18:03 Bitcoin’s Range and Macro Resilience


25:19 The Altcoin Thesis, EtherFi and Ethena


31:30 Uniswap, Pump and Relative Value


41:14 Risk-Reward and Zcash Versus NEAR


49:10 Citi’s Bond Forecast and Papertrade’s Launch


The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.


3 ways to join us:


1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/


2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/


3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000