🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0. Equities and digital assets have decoupled. Why? And when will crypto push higher?

Rektguy and Canary Labs co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson are back to review the biggest themes and narratives this past week, including why cryptocurrencies have not followed the lead set by stocks, which set new all-time highs this week, and bitcoin's increasing dominance.

Chapters:

00:00 - Intro

01:04 - Conversation about the upcoming Euros

02:27 - Transition to discussing the crypto market

02:48 - Overview of the past week's market performance

02:55 - Bitcoin's movement and support levels

03:05 - Performance of ETH and Solana

03:12 - Bitcoin dominance and its implications

03:43 - OSF's feelings about the market and recent price action

04:19 - Discussion on the bullish fundamentals of crypto

04:30 - Overview of CPI, PPI, and FOMC impacts

05:01 - Market sentiment and the effect of recent data

05:21 - Comparisons to last year’s market behavior

05:34 - Discussion on the supply overhang and its potential sources

06:43 - Prediction of new all-time highs in the coming months

07:01 - Discussion on market frustration and lack of momentum

07:55 - OSF talks about minor selling and its impact

08:19 - The importance of catalysts for market movement

09:03 - Discussion on the technical factors affecting the market

19:05 - Discussion on the rise of celebrity tokens

19:17 - Mention of Andrew Tate’s token and its market impact

19:29 - Comparison to the NFT cycle of 2021-2022

19:59 - Detailed view on the speculative nature of celebrity tokens

21:00 - OSF's perspective on the risks and sustainability of these tokens

29:30 - Introduction of the Ton Coin and its recent performance

29:45 - Discussion on Ton Coin flipping ETH in active addresses

30:07 - The impact of Telegram’s user base on Ton Coin

30:29 - Speculation on Ton Coin being the "Solana" of this cycle

31:00 - Overview of the Curve founder’s liquidation situation

32:00 - Discussion on the implications for the DeFi market

32:56 - Comparison to traditional finance and margin loans

34:00 - Overview of Terraform Labs’ fine by the SEC

34:43 - Discussion on the implications of the fine and distribution of funds

35:29 - Comparison to CZ's settlement with the SEC

36:00 - Discussion on the performance of gaming tokens

36:23 - Analysis of Prime Parallel TCG’s tokenomics change

37:55 - Speculation on the future of crypto gaming and challenges

Q&A Session

41:00 - Discussion on the need for a new narrative for Bitcoin

41:50 - Analysis of hedge funds doing carry trade and its impact

44:00 - Discussion on the impact of upcoming elections on investments

45:00 - Analysis of potential rate cuts by the FED

48:38 - Wrap-up and closing remarks

🔥 Get access to a monthly exclusive drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0

Timestamps:

(coming soon after the LIVE ends)

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Stocks Hit ATHs… But Wen Crypto? 01:04:16 Share

Real Vision: Finance & Investing

Shownotes Transcript

Stocks Hit ATHs… But Wen Crypto?