ROUNDTABLE: Crypto's IPO Era | HYPE vs. SOL vs. PUMP | Jon & Bread
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Welcome Bankless Nation back to the round table. We're back in session today. The man with glutenous glutes, zero x bread guy. Good as you. Hey, guys. And today, at the top of Ethereum's most wanted list to John Charbonneau. Joe. And then, of course, the world's most Zen d gen, Andy eight zero five two, he is out golfing. So it's just us two today. Bread. John, good to see you guys. We ripped it with Ryan Chen Adams, last week, but it's good to have, two of the boys back in session this week. I wanna get this week started off with kind of just an overall vibe check. There's, like, a lot of act
that's tough. Like, you know, like, we've all seen the structural bullishness that was in place for this to happen. Right? Like, it's it went all the way back to, like, the ETF inflows. Like, like, the the loosened regulatory frameworks are, like, just say, hey. Like, there's there's appetite for this thing. So, like, I think we've all loosely, like, thought directionally this would happen, but in a volatile Trump market, like, there's, like, the path was never gonna be a straight line up. I still don't think, like, it's not gonna be just like, oh, we're just grinding from here. It's gonna be
I'm hearing a neither affirm nor deny any of any bullish I'm
holding my options. Their my options are they're expired at the end of the year. I think those are a good move. But, yeah, man. I got I know I'm gonna have to white knuckle probably for a few weeks between here and there.
Okay. So so you're saying by the end of this year, we will be higher than we are today. And in addition to that, there will be one of those big tweets from that one Twitter account that says, like, $500,000,000,000 has been liquidated from the crypto markets in the past, like, two hours. Like, one of those
two. Yeah. I've got over our speed. That's safe. Because we're feeling this. Like, we're we're rattling off lists of, like, guys, it's a new paradigm. And then, like, that's when everyone's like, they long at the top, and then I I just did it last week. I told you, like, I entered my per position. I longed at the top and my the ass fell out. So, like, okay. Like, you know what? Okay. I gotta grab this thing for a little bit. Re revisit these kind of lists and say, like, guys, we're fine. Like, some of these things will carry out, and I think it it's gonna be no different. John,
what do you think?
I was listening to a podcast yesterday where they brought up Supercycle more times than they more times than they made me comfortable, which which is more than zero. Yeah. I I I mean, I broadly agree. If this administration is good for anything, it is good for volatility. There is gonna be periods between now and the end of the year where we question everything probably back down on the downside. I I just wouldn't be surprised by that. But at the same time, the just broader setup for the space is really just great right now where I mean, back back on the just higher level of, I mean, where whe
you think we're represented well in those those instances where they pull people in to actually have conversations? Because, like, that's always been the question. Right? It's like, you know, in the past, we've we've had those conversations, but it was, you know, SPF. It's like, ah, that's that actually did more damage. Right? Right.
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