Episode Details

Treasury Vehicles, Crypto Bills, and Retail Runups | Livestream
7/18/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $ETH - ETH has shown strong performance recently, outpacing negative sentiment and potentially leading to further gains in the broader cryptocurrency market.
    • β€œETH's up, like, 40 something percent in the past month, and everybody is like, why? Oh my gosh. ETH, it's so bad. XRP, Cardano up 60% in the last month, and nobody's saying anything.” - Marc (3:00)
    • β€œI think when ETH pumps like, if we just go back to last cycles, which I mentioned I'm no longer believe in. But if you go back to last cycles, when ETH pumps, everything else follows.” - Marc (3:19)
  • 🟒 $CRYPTOEQUITIES - πŸ”’
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  • 🟒 $CRYPTOIPOS - πŸ”’
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Bearish:

  • πŸ”» $TREASURYCOMPANIES - πŸ”’
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