I think Worldcoin has been the strongest coin actually the the past 2 days. The Worldcoin thesis is very simply, you have Sam Altman, who's the co-founder of OpenAI... Sam Altman is also the co-founder of Worldcoin.

you're going to see a sell-off in Bitcoin, ETH, SOL, um, and some other tokens as well.

you said you own no Bitcoin or Solana, but rather we're positioned in hype. Zcash and VV, the only fucking 3 tokens that seem to be doing anything in this market, the only 3 tokens that aren't crashing

I have been bearish Bitcoin, ETH, and SOL... I've been like head short those

VVV, I think like the worst case, like 10 to 12. Um, I think like most likely is probably like around the 14 to 15 area.

Last week I talked about NEAR.

Hyperliquid, if you've been watching the show, is what, you know, we've been most high on and talked about the most in terms of crypto in the last month, and it's pumping through a Bitcoin crash, and like, it's the only thing anybody's celebrating in crypto right now. It's the only safe place to be in crypto right now

I think Bitcoin's weakness is going to continue, honestly. Um, a lot of the weakness this past month has been people's concerns with Saylor.