How We're Positioning for The Next Crypto Cycle | Roundup

In today's episode of Empire Santi and Jason discuss the current crypto market conditions, reflecting on whether the recent rally signals the start of a new bull market or just a temporary surge. The duo reveals the indicators they pay attention to like Bitcoin stability, altcoin movement, and stablecoin inflows to assess the health of the market. Sharing personal experiences, Santi shares his portfolio strategy, stressing probabilistic thinking and controlling emotions like FOMO. To close out they discuss relative value investing, the private market, trading vs investing, and how to manage risk as prices increase. Thanks for tuning in! - - Northstake simplifies the way institutional investors own a stake in Web3 by offering regulatory-compliant staking products. By ensuring institutional investors can participate in the burgeoning crypto market while adhering to the necessary legal and regulatory requirements, Northstake is bridging the gap between traditional finance and crypto. https://www.northstake.dk/tokenized-eth-staking - - Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility. Learn more about Chronicle Protocol: https://chroniclelabs.org/ Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) DOXing, Marathons, and Influenza (06:13) Timing the Crypto Market (12:27) Buying Solana on a Break Out (16:45) Trading vs Holding (22:34) Santi Portfolio Construction (30:31) Catalysts vs Fundamentals (36:37) Allocation of Portfolios (42:56) DAS 2024 (44:12) Northstake Ad (45:10) Chronicle Ad (46:26) Identifying Price Targets (52:56) Evaluating Application Layer (01:00:43) Managing Investing Anxiety (01:07:24) Is the Bull Market Here? (01:12:57) Companies Not Considering the Future (01:15:54) The Coinbase Thesis — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.