Episode Details

In this episode, we discuss the KOSPI sell-off and memory competition, crypto’s search for marginal buyers, and managing risk during fast altcoin rotations.


00:00 Introduction


01:48 Crypto Headlines and Web3 Roundup


06:26 ETH and the Next Marginal Buyer


13:38 Zcash, SanDisk and Post-Rally Consolidation


18:06 ETH Buyers and Market Conviction


21:54 Bullish Conviction Versus Wishful Thinking


26:03 Questions About AI IPOs


29:54 Macro Intervention and the Next Catalyst


33:03 KOSPI, CXMT and Memory-Margin Pressure


36:41 Bitcoin’s Resilience and Altcoin Patience


44:01 Wormhole, Starknet and Fast Market Rotations


50:15 Bullish and Cautious Views on Positioning


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.


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