Episode Details

What Happened To Joyful June?
6/23/2025
1000X β†—

Key Insights

Bullish:

  • 🟒 $BTC - Bitcoin is seen as a highly attractive investment opportunity despite being a consensus trade, with strong odds and high liquidity.
    • β€œI think it the odds are so much better in Bitcoin and hyperliquid. It feels it's the only problem with that trade is that it's totally consensus, but it's such a good trade.” - Jonah (53:50)
  • 🟒 $HYPERLIQUID - πŸ”’
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  • 🟒 $COIN - πŸ”’
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  • 🟒 $COMMODITIES - πŸ”’
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Bearish:

  • πŸ”» $CIRCLE - πŸ”’
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