Is It Time to Rotate Out of Crypto?
Description
Gm! This week, we unpack the Aerodrome vs. ENA trade idea, why DATs may be losing their punch, how we’re positioning across crypto, commodities, and equities & more. Enjoy!
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Kraken Custody delivers secure, qualified custody for institutions and HNWI clients. With multi-layer security and SOC 2 Type II completed, client assets stay safe, fully segregated, and always under your control. Trade, stake, and transfer directly from qualified custody through seamless integration with Kraken Prime. Built for institutions that demand performance, compliance, and control. Learn more: kraken.com/blockworks
Availability of products may vary by jurisdiction. Not investment advice. Custody services are offered through Kraken Financial, a Wyoming-chartered Special Purpose Depository Institution.Kraken Financial is not an FDIC-insured bank and deposits are neither insured by nor subject to the protections of the FDIC.Crypto trading involves risk of loss. View legal disclosures at kraken.com/legal/disclosures.”
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Timestamps:
(00:00 ) Markets Are Always Interesting
(02:42 ) Long AERO, Short ENA
(12:00 ) Larping vs Trading
(16:02 ) Ads (Kraken OTC, Peaq)
(17:44 ) Is Crypto Cooked?
(30:09 ) Diversifying Out of Crypto
(32:52 ) Ads (Kraken OTC, Peaq)
(39:08 ) Gold, Uranium & Tesla
(42:23 ) Edge in Equities
(44:31 ) Trading Commodities
(47:33 ) Ads (Katana)
(50:36 ) Shipping 1000x Terminal
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed