Episode Details
| Title | Why Crypto's Capital Allocation is Broken | Jordi Alexander |
|---|---|
| Date | 10/1/2024 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $CRYPTO - Diversifying a crypto portfolio by holding both Bitcoin and Ethereum can create alpha and provide a balanced investment strategy in the crypto market.
- “I've always like the idea of having both Bitcoin and ETH around because it creates, like, a little bit of a diversification in a portfolio, and that's alpha.” - Jordi (1:08:04)
- 🟢 $BTC - 🔒
- 🟢 $LAYERTWO - 🔒
- 🟢 $ETH - 🔒
- 🟢 $PENDLE - 🔒
Bearish:
- 🔻 $UNLOCKS - 🔒
- 🔻 $CRYPTOETF - 🔒