Episode Details
| Title | Where Are We in the Cycle? | Smac & Jmo |
|---|---|
| Date | 4/9/2025 |
| Podcast | Liquid Culture ↗ |
Key Insights
Bullish:
- 🟢 $INFOMKT - Information markets are seen as an exciting area with compelling macro setup and tailwinds, potentially driven by societal distrust and the need for reliable information sources.
- “One area I am I am getting, like, more and more excited by are information markets. I think the macro setup for it is really compelling. There's, like, a lot of tailwinds around it.” - Jmo (38:05)
- 🟢 $AIFILM - 🔒
- 🟢 $IDENTITY - 🔒
- 🟢 $SUPERAPPS - 🔒
Bearish:
- 🔻 $TOKENS - 🔒