Crypto is Bottoming. Here's Why We're Going Higher.

Crypto is Bottoming. Here's Why We're Going Higher.

Saylor buys a lot, Bitcoin goes up. Saylor stops buying a lot, We go down, right?

hyper-liquid, you Obviously perpetual futures, Perp DEXs, they're gonna have secular tailwinds, right? Um, I think the pie, the overall pie for Perps are only gonna grow from here. Hyperliquid is a winner, it's gonna keep winning.

ETH is money, Ultron money, whatever. And I think at this point we can say that it failed. So if you can't value it as a store of value, you have to evaluate it based on cash flow. And if you evaluate it based on cash flow, it makes no sense, right? It is like overvalued.

Zcash was this more left curve idea around an ultimate store of value that acts as a hedge to Bitcoin... it's like a quantum-resistant privacy and the sailor hedge to Bitcoin. Also trying to be somewhat of a store of value... Zcash is silver to Bitcoin's gold

we hit the lowest Fear and Greed rating in the history of crypto's existence last month at $66K, which is kind of hard to believe because I don't think it was that bad.

I think hype is the leader of perps. I think most long-tail alts are going to go to zero and most of the volume is going to go to like RWAs, like, you know, gold, oil, stocks and whatnot. And obviously Hyperliquid is doing well on that front.