Is It Time to Rotate Out of Crypto?

Gm! This week, we unpack the Aerodrome vs. ENA trade idea, why DATs may be losing their punch, how we’re positioning across crypto, commodities, and equities & more. Enjoy!

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Timestamps:

(00:00) Markets Are Always Interesting

(02:42) Long AERO, Short ENA

(12:00) Larping vs Trading

(16:02) Ads (Kraken OTC, Peaq)

(17:44) Is Crypto Cooked?

(30:09) Diversifying Out of Crypto

(32:52) Ads (Kraken OTC, Peaq)

(39:08) Gold, Uranium & Tesla

(42:23) Edge in Equities

(44:31) Trading Commodities

(47:33) Ads (Katana)

(50:36) Shipping 1000x Terminal

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed