Time To Buy The Dip?

Bullish

• $ALTCOINS— Avi suggests buying fundamentally strong altcoins that have experienced significant price drops, viewing the current market situation as a good buying opportunity.

  • “I look at ETHBTC at 0.028. I look at every single alt down 90%. And my takeaway is that this is actually a really good time to buy stuff that you think is you know, has strong fundamentals.”

    Avi·1:35Hear it
• $SOL— Jonah expresses a positive view on Solana's technical capabilities and recent performance, highlighting its suitability for high-throughput applications.

  • “Solana has really battle tested itself at this point for high throughput applications. There's no, like, bridging between an l one or an l two. It's just it's all there.”

    Jonah·33:51Hear it
• $TAO— Avi mentions TAO as an example of a project performing well due to the launch of an interesting product that people are using.

  • “Things like TAO are actually doing very well because they launched an interesting an interesting product that people are trying to use.”

    Avi·1:35Hear it

Bearish

• $LAYERTWO— Avi expresses a very bearish view on Layer 2 solutions, specifically mentioning Arbitrum and Optimism as being 'done'.

  • “I think the l twos are done. Like, I think overtone and optimism are done personally.”

    Avi·50:54Hear it
• $BTC— Avi suggests shorting Bitcoin against some altcoins, indicating a belief that altcoins are oversold relative to Bitcoin.

  • “I'd be shorting BTC behind some alts.”

    Avi·3:46Hear it
• $APPCHAIN— Avi strongly dismisses the app chain thesis, citing lack of seamless integration as a key issue.

  • “The the option thing is nonsense, Joe. I feel like we've we've we've discussed this. It just nobody has solved the issue of, seamless integration.”

    Avi·48:16Hear it
• $VIRTUAL— Jonah discusses the poor performance of Virtuals tokens, noting the lack of buying interest even during market bounces.

  • “The darling virtuals has done so, like, horrifically bad. And now people don't even buy it for a bounce anymore.”

    Jonah·10:24Hear it

Not investment advice.