
About this episode
In this episode, we dive deep into the state of crypto heading into the election with special guest, The Giver. We explore Bitcoin's recent surge and its true correlation with the upcoming election. The Giver shares his contrarian view on Bitcoin's rally and explains why he's shorting altcoins. We also delve into meme coins, discussing their role in portfolio composition and their potential for uncorrelated returns.
Enjoy!
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Follow The Giver: https://x.com/lazyvillager1
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(0:00) Introduction
(02:54) Bitcoin's Flows & Shift
(09:32) The Giver's Crypto Journey
(17:57) Long Term Thinking in Short Term Markets
(23:27) Edge in Crypto from Private Equity
(31:32) Net Short Perspective
(44:35) Bitcoin's ATH Move
(56:40) GOAT Memecoin
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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
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