Ep 13 - Gin Chao from NLH

Bullish:

• $BTC - Discussing the potential peak and market conditions for Bitcoin.

  • “I've made predictions at the end of 22 that the peak for this cycle would be 150 to 200, and I restated that after the FTX collapsed... I still stick to my 1 50 to 200 range for the peak.”

    Gin·0:00

  • “I still think that there's a 50.50 chance we see a 100, bitcoin to a 100, 000 this calendar year, and I still stick to my 1 50 to 200 range for the peak.”

    Gin·0:00

  • “I do think that we are deep into the spring, and I do not think we're at summer yet. But I also think that when summer comes, it may not be, you know, the typical duration that we've seen in the past.”

    Gin·0:00

  • “I would like to say that it doesn't matter, but the reality is it does from a financial return standpoint. So I think the best time to list is generally in the beginning of spring.”

    Gin·0:00

  • “I think the short answer is the high FDVs are somewhat of an indicator of bubbly type expectations. And I'm hopeful that some of those expectations will come to fruition.”

    Gin·0:00

  • “I think the vast majority of our projects, deserve a lot of credit for continuing to make significant progress, especially during the bear market.”

    Gin·0:00
• $ETH - Discussing the potential and regulatory environment for Ethereum.

  • “Ethereum's another story. And, to be honest, I'm a little happy. I'm actually happy with some of the restrictions that the SEC is putting on the Ethereum ETF because that actually will hopefully continue keeping it a more crypto native asset, which it should be.”

    Gin·0:00

  • “I still have that confidence. But it's just not like, just recently, it's just not as good because, again, I'm, I guess I'm just having a human reaction to, the last few weeks maybe.”

    Gin·0:00

  • “I think there's evidence for both of those statements that you made. And so what that tells me is that they're not mutually exclusive statements.”

    Gin·0:00

  • “I think there's room for more. And I think on the power side, that's something that could be very, very interesting.”

    Gin·0:00