Episode Details

Buy The Dip Or Sell The Rip?
3/24/2025
1000X β†—

Key Insights

Bullish:

  • 🟒 $BTC - Bitcoin is viewed as a strong long-term investment, particularly for institutional investors. It's seen as a potential reserve currency in a multipolar world and may benefit from exhausted bearish sentiment in the short term.
    • β€œThis is a dream setup for these institutional Bitcoin investors behind us, though, because they're gonna get their dips that that they wanna buy. Like, bear markets are only bad if you're planning on selling. If you're looking to go from zero basis points to 10, bear markets are awesome.” - Jonah (17:41)
    • β€œAnd the only asset that can really perforate those hemispheres, especially as they start to become more combative with each other, is Bitcoin. So I think, you know, from a long term perspective, you can feel good about Bitcoin becoming, you know, kind of a dark horse candidate for an alternative reserve currency as the EU breaks up and currencies get effed with.” - Jonah (26:42)
    • β€œHere's what I'll here's what I'll say on how I'm approaching this. It's there's a theta decay to the bearishness here. Mhmm. Every reason that we're bearish has been talked about now for at least two to three weeks. And so there's all of it's already out in the open. And, yes, it could get worse. But, basically, every day that goes by that it doesn't get worse, if there's not a new catalyst to send us lower, it's more likely that Bitcoin goes higher and in the short term.” - Avi (34:08)
  • 🟒 $EUDEF - πŸ”’
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Bearish:

  • πŸ”» $ALTCOINS - πŸ”’
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  • πŸ”» $EU - πŸ”’
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