In this episode, we talk about the market rally as a result of the US-China deal and the opportunities we find most interesting.
01:11 - Initial thoughts on the market rally
04:24 - Overwhelming amount of opportunities
09:45 - NFT and Crypto Headlines
15:23 - Web3 Headline Roundup
19:27 - USDT0 launches on Hyperliquid
23:00 - Liquidity farming on Hyperliquid
27:50 - Bread's thoughts on his portfolio and Pendle Fi
32:10 - Market rallies on US-China deal
34:40 - The anxiety rollercoaster
38:14 - How bullish are we?
41:33 - Bitcoin dominance is decreasing
44:30 - Pricing the "moneyness" of tokens
47:30 - Would ETH be higher in the absence of Hyperliquid?
51:55 - The toolkit to make it in this cycle
55:50 - The importance of taking profits
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.
