Description
In this episode, Light rejoins Cobie and Ledger to speak sober wisdom into our hearts, and we finish with at least some degree of hopium, maybe.
This episode is presented by Blockfolio: https://uponly.tv/blockfolio
00:00 - Intro
03:46 - State of the market
11:16 - Where is the Bitcoin bid?
16:50 - Is crypto as a whole the top of the legacy markets?
25:30 - How many liquid dollars in crypto?
28:38 - Axie Infinity
29:10 - Shorting in crypto, and why there has been volatility
40:15 - Being resilient through multiple cycles and narratives
49:00 - How to separate price from the industry? / Building wealth in bear markets
56:58 - SUSHI / Tribalism and world view in alts
1:03:25 - Are 80% drawdowns still possible?
1:06:20 - Investing in people (not ideas)
1:08:30 - Positioning yourself in bear markets / Compounding mistakes
1:25:40 - Sticking to your plan / Emotions and intuition
1:32:38 - Light leaves the show
1:33:00 - Cobie compares crypto to Star Wars
1:36:45 - Having patience
1:40:13 - Jumping around exchanges
1:47:45 - Is capitulation coming?
1:51:15 - Worst case for Ethereum this year?
2:00:40 - Narratives / Being in a position of strength
2:06:10 - Ledger British accent