Episode Details
| Title | Will Market Euphoria Cool Off In August? | Weekly Round-Up |
|---|---|
| Date | 8/1/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is seen as the most convex asset due to its limited supply, with potential for significant price appreciation driven by sovereign adoption and inclusion in financial products.
- “Bitcoin is the one There's one thing that Bitcoin has that no one else has, and it's it's the most convex asset that's ever existed because you can't, you know, increase the supply.” - Tyler (53:31)
- “I think that starts happening, and maybe you get that that next ball push and the S and P inclusion and that you you could see that next big blow off top before, you know because I don't think we saw the euphoria.” - Tyler (52:01)
- 🟢 $MSTR - 🔒
- 🟢 $TECH - 🔒
Bearish:
- 🔻 $COMRE - 🔒
- 🔻 $BONDS - 🔒