Episode Details
| Title | What To Own This Cycle? |
|---|---|
| Date | 8/4/2025 |
| Podcast | 1000X ↗ |
Key Insights
Bullish:
- 🟢 $ETH - Ethereum is seen as a strong secondary catch-up trade, driven by technical analysis and institutional buying. The trade is supported by exogenous treasury companies entering the market and the overall trend of institutional investment in crypto assets.
- “ETH is probably, like, in hindsight, looked good from a technical perspective for a while. And I kind of was too stuck in the fundamental analysis zone that I think we've both been harping on for a while. What's happening now is purely flow driven. It's purely the fact that people see ETH as a secondary catch up trade, and it has a lot of these exogenous treasury companies coming in and buying it.” - Avi (14:53)
- “If we agree that this is an institutional cycle and they're buying quote unquote institutional assets, then you probably wanna own a portfolio of Bitcoin, Ethereum, and Ripple until those flows subside.” - Avi (19:32)
- 🟢 $XRP - 🔒
- 🟢 $LTC - 🔒
- 🟢 $TON - 🔒
- 🟢 $GALAXY - 🔒
Bearish:
- 🔻 $COIN - 🔒