Episode Details

E86: Alliance Founding Partner - The Secret to Winning in Crypto (from a Top Investor)
9/5/2024
When Shift Happens Podcast β†—

Key Insights

Bullish:

  • 🟒 $BTC - Bitcoin is viewed as the best store of value with strong product-market fit, making it a core long-term holding.
    • β€œBitcoin is just pure product market fit. It's just the best store of value. An uncensorable store of value. And no one will be able to challenge that anytime soon.” - Qiao (48:00)
    • β€œI mean the vast majority is in the Bitcoin, Ethereum, Solana and Coinbase.” - Qiao (46:00)
  • 🟒 $SOL - πŸ”’
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  • 🟒 $COIN - πŸ”’
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Bearish:

  • πŸ”» $ALTCOINS - πŸ”’
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