In this episode, we discuss Saylor's stunning pivot to potentially selling Bitcoin to cover Strategy's dividends, Zcash ripping 40% toward $600 on a wave of cypherpunk and privacy narratives, and the S&P 500 hitting a new all-time high.
0:00 Introduction
0:32 Crypto Headlines and Web3 Roundup
6:31 S&P All-Time Highs and Oil Crashing on War-End News
11:22 Saylor's Strategy Shift, Selling Bitcoin to Pay Dividends
21:54 Saylor as the Central Bank of Bitcoin
27:33 Phunky and Oxxyy Weigh In on Strategy's Pivot
31:55 Following the Forward Guidance Trade
38:11 Zcash Pumps 40% Toward $600
42:15 ZODA $25M Raise From Paradigm, a16z, Winklevoss
47:23 Multicoin's Cypherpunk Thesis vs Compliance Reality
50:25 Catching the Zcash Trade in the Telegram
52:40 KOSPI Rips and the Euphoria Question
56:16 Wrap and Modern Market Telegram
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.
