“the hyper liquid thesis is not at all related to Bitcoin, not at all related to ETH. Um, and it's an application that is a real business and is doing well,…”
HYPE keeps ripping to all-time highs: real business, growing revenue/users, uncorrelated to BTC/ETH.
“there were easy theses to make … I've been said last episode, I said hype in Zcash, I think they're gonna go to all-time highs over the next few months”
VVV is a leader of this cycle's outperformers, called at ~$9 and now multiples higher.
“this range high around like $79K is really important. It hasn't held it, which is kind of bad. I want to see it get back above this level for it to be…”
Not bullish Bitcoin: it lost the key ~$79K range high; needs to reclaim it before turning bullish.
“private Bitcoin, quantum resistant … at around right around 10, 10 billion market cap, just has a lot of room, I think, to grow.”
Zcash runs higher: private/quantum-resistant Bitcoin narrative, small $10B cap with room to 3-10% of BTC.
“it just reclaimed the yearly open … and is now breaking out from this range”
NEAR reclaimed yearly open and broke out on AI + privacy narrative; spot buy with invalidation at $1.45
“I think it's gonna go to $1,000 like in the next year or so”
ETH keeps underperforming; rollup roadmap gutted fee revenue, headed to ~$1,000 next year
“they're one of the companies in the US that is trying to fix that problem, like the mining of the rare earth metals that we do have here. It's the— I think…”
MP Materials is the US rare earth play as China controls the supply chain and Trump invested in it
“Apple has spent like zero on building out all the models. They spent zero. … Whenever they figure that shit out, we're just gonna take the best one and pop…”
Apple wins AI by distribution: skip model R&D, integrate the best one later, at all-time highs