
About this episode
In this episode, we discuss Bitcoin surging past $74K with Hype hitting $45, the US blockade on the Strait of Hormuz as Chinese ships keep passing, and Y Combinator distributing funding via stablecoins.
0:00:00 Intro Music
0:04:57 Introduction
0:08:45 Risk-On Energy Returning To The Markets
0:13:32 Why The Market Shrugs Off Middle East Escalation
0:21:23 Crypto And Stocks Are Both Ripping Higher
0:24:28 The Few Good Coins Thesis
0:30:49 Aave As The Battle Tested DeFi Bet
0:35:05 New TGEs And The SpaceX Anthropic IPO Liquidity Question
0:39:35 US Blockade Begins But Chinese Tankers Keep Passing
0:48:15 Europe Pivoting Toward China Starting With Spain
0:56:11 Y Combinator Starts Distributing Funding Via Stablecoins
DISCLAIMER: 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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