Description
Cobie and Ledger catch up for the first time in a couple months and discuss what's new, or not so new, in the market.
This episode is presented by FTX. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/ftx
00:00 - Catching Up / How was Ledger’s UK trip?
05:40 - General Banter / Su Zhu
11:50 - Yield and Stablecoins / Ledger’s Trades
16:00 - The Layer 1 Top / APTOS, SUI / Elon and DOGE
36:40 - Michael Saylor Episode and His Thesis
42:20 - Caroline from Alameda / Sam Trabucco
46:40 - The Fed and Interest Rates / Macro
55:45 - Crypto Bull Market / Past Cycles / Next Trends
1:10:40 - Zuckerberg and Facebook / Going Back in Time to Change One Thing
1:16:10 - AI Tweets / Snowden
1:19:55 - Price / Is there a chance we bottomed?
1:27:30 - SBF vs. Erik Voorhees Debate / FTX
1:41:00 - What Does Cobie Hope to See? / Taylor Swift / Checking the Price