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Metals Alt Season, Catchup Trades, Bitcoin vs Gold, Crypto Is Dead
Gm! This week, we talk about metals going parabolic, commodities and catchup trades, Bitcoin vs gold, BitGo's IPO, and more. Enjoy!
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Go follow the n…
7 months ago
Crypto Struggling, Metals Ripping, Active Trading, Death of Crypto Twitter
Gm! This week, we discuss crypto struggling while metals rip, active trading, crypto vs TradFi opportunities, crypto twitter's decay, our biggest tra…
7 months, 1 week ago
Bitcoin’s Back, Venezuela Regime Change, Memecoins, 2026 Mega Trends
Gm! This week, we dig into whether Bitcoin is headed back to $100k, continuation of the debasement trade, if it’s time to short memecoins, what Venez…
7 months, 3 weeks ago
What's The Trade For 2026?
Gm! This week, we dig into our 2026 predictions. We debate whether metals are late-cycle or just getting started and outline their highest-conviction…
8 months ago
Bitcoin Needs Vol, BTC vs Gold, Retail Trading Edge, 2026 Predictions | Jeff Park
Gm! This week, we discuss why Bitcoin needs more volatility, BTC competing with gold, finding edge as a retail trader, and Jeff’s 2026 predictions. E…
8 months, 1 week ago
When Do We Buy, Global M2, Does Crypto Need A Catalyst, & Owning Your L’s
Gm! This week, we discuss when to finally step in and buy crypto with size, Bitcoin's dislocation from global M2, precious metals, whether crypto nee…
8 months, 2 weeks ago
Are We Still in a Bull Market?
Gm! This week, we cover end-of-year tax moves, revisit Jonah’s CryptoPunk trade, and share our views on equities and commodities. We also dive into t…
8 months, 3 weeks ago
Bitcoin Reclaims $90k: Have We Bottomed?
This week, we discuss what's next for markets as crypto tries to form a bottom. We deep dive into Trump's Fed chair appointment, is it time to squeez…
8 months, 4 weeks ago
Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy?
Gm! This week, we talk about crypto's market meltdown, why bearish sentiment overshot, and why value levels, OG seller exhaustion, and stronger macro…
9 months, 1 week ago
Bitcoin Breaks $95k, Crypto’s Valuation Problem, & The Path To Real On-Chain Users
Gm! This week, we're joined by founder of Inversion Capital Santiago Roel Santos to discuss Bitcoin breaking $95k, why crypto valuations are struggli…
9 months, 2 weeks ago