Navigating markets in the age of hyper-acceleration

This week Dan Morehead joins the show to discuss the current state of markets & what's next throughout 2025 into 2026. We deep dive into how Dan built conviction in crypto as an asset class back in 2013, does the four year cycle still exist, crypto treasury…

After heavy liquidations, there are three types of alts I look for:

One that barely flinched during the dip.

One that was outperforming a day earlier but got sold off hard and now looks weak in market terms

One that wasn’t hot recently but Dalai'd the…

It's been great being off Twitter, and has helped me shift towards a longer-term time horizon without getting caught up in the day-to-day noise. My thoughts are more clear, as it is easier for me to know what I genuinely think, versus what I have absorbed…

Users of the crypto exchange will get access to XSGD through its partnership with issuer StraitsX

Bro wtf

A visual representation of capital flowing from $HYPE into $ASTER.

The fact it's almost a 1:1 flow is wild.

The chart shows the Mcap of HYPE + ASTER/APX on the 17th and comps it to today.

Basically all of Aster's current valuation has been vamped from…

Tom Lee's ETH Thesis is Retarded

From 2023 until now, the U.S.

The government runs out of funding at midnight from Sept. 30 to Oct. 1.

on Plasma tge

pre markets have shifted the dynamics of token launches. they give us price discovery on the demand side but not on the supply side. pent-up demand is visible in pre-markets, while pent-up supply remains hidden. this setup suggests that by…