Time To Buy The Dip? | 1000x
Empire2 Touko 2024

Time To Buy The Dip? | 1000x

This week we discuss is it time to buy the dip? After calling the local top at $70k, is the setup more bullish now for a continued bull market post halving? We deep dive into the bull case for ETH, finding the next big trade, structuring a trade & finding alpha. Enjoy! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Perennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users & use cases. Perennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest. Trade and LP at: https://perennial.finance/1000x Social: https://twitter.com/perenniallabs -- Timestamps: (0:00) Turning Bearish At $70k, Time To Flip Bullish? (12:45) Perennial Ad (14:17) The Bull Case For ETH (23:16) Beaten Down Projects, Supply Unlocks & Finding The Next Big Trade (30:51) Staking vs Supply Dilution (32:30) TradFi Risk-Off (38:26) Trade Structure & Grok For Alpha -- Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

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Institutional Flows Will Overpower the 4-Year Cycle | Matt Hougan

Institutional Flows Will Overpower the 4-Year Cycle | Matt Hougan

This week, CIO of Bitwise Matt Hougan joins the show to discuss fading the power of the four-year cycle, the accelerating wave of institutional adoption, and whether Strategy selling its Bitcoin is a ...

8 Joulu 202551min

Ethereum’s Valuation, Saylor’s Next Move, and Prediction Markets | Weekly Roundup

Ethereum’s Valuation, Saylor’s Next Move, and Prediction Markets | Weekly Roundup

This week, Santi and Rob discuss market volatility, MicroStrategy’s financial health, and Ethereum’s valuation. They also dive into current macro conditions, recent Tether FUD, and prediction markets....

5 Joulu 20251h 19min

Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks

Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks

This week, the Hivemind team breaks down the current state of markets as Bitcoin looks to stabalize around $90k. We deep dive into the path forward for Microstategy, is quantum actually a threat to Bi...

4 Joulu 202552min

Quadrillions: Privacy or Perish | Eli Ben-Sasson, Shaul Kfir, & Eric Saraniecki

Quadrillions: Privacy or Perish | Eli Ben-Sasson, Shaul Kfir, & Eric Saraniecki

In this episode, we discuss why privacy is critical for TradFi adoption, crypto’s privacy solutions today, and how privacy unlocks institutional adoption of crypto, ultimately bringing quadrillions on...

3 Joulu 202550min

Monad Founder: The Next Chapter For Monad | Keone Hon

Monad Founder: The Next Chapter For Monad | Keone Hon

This week, Keone Hon joins the show to discuss the recent launch of Monad. We deep dive into Monad's ICO, launching on Coinbase, the state of airdrops in crypto today, do we need another L1, whether p...

1 Joulu 202555min

Klarna Launches A Stablecoin, Hyperliquid Perps & The Prediction Market Wars | Weekly Roundup

Klarna Launches A Stablecoin, Hyperliquid Perps & The Prediction Market Wars | Weekly Roundup

This week, we're back to discuss the top stories of the week. We deep dive into Klarna's stablecoin launch, the state of crypto VC, Hyperliquid's launch of equity perps & more. Enjoy! -- Follow Jas...

28 Marras 20251h 30min

How to Trade Crypto Cycles with Raoul Pal

How to Trade Crypto Cycles with Raoul Pal

This week, Raoul Pal joins the show to discuss the current state of markets. As crypto & equities face their first significant sell off since the April lows, we deep dive into what's next for markets....

24 Marras 20251h 3min

Market Sell Off, State of Crypto VC & Why Your Coin Isn't Pumping | Weekly Roundup

Market Sell Off, State of Crypto VC & Why Your Coin Isn't Pumping | Weekly Roundup

This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the recent panic in markets, Santi's piece on crypto valuations, the state of crypto venture, Aave's app launc...

21 Marras 20251h 5min

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