Don’t Overtrade The Retail Cycle With Jason Yanowitz & Rob Hadick | Weekly Roundup

Bullish:

• $ETH - Rob expresses long-term bullish sentiment on Ethereum, along with other major cryptocurrencies.

  • “I'm long term long Ethereum. I'm long term long Solana. I am long term long XRP, and and, and Bitcoin.”

    Rob·57:26
• $BONK - Rob notes BONK's market dominance compared to other cryptocurrencies, particularly PUMP.

  • “Bonk is is is by far and away the biggest. Right? And you look at, you know, all those other weeks, it's all pump. Right?”

    Rob·35:56
• $NFT - Jason observes a trend of profits being reinvested into NFTs, suggesting potential growth in the NFT market.

  • “People make a bunch of money, and they're rotating rotating into NFTs.”

    Jason·49:50
• $STABLES - Rob highlights ongoing interest in stablecoins and related infrastructure, indicating potential growth in this sector.

  • “Things like, you know, stable coins continues to be really hot, infrastructure, a lot of prediction markets, a lot of people just excited about, like, general, you know, financial, applications.”

    Rob·3:48

Bearish:

• $PUMP - Rob notes a significant decline in PUMP's market share, suggesting bearish sentiment.

  • “The protocol itself is getting absolutely crushed in market share the last week. And so, if you look at the, the thirty day metrics, pump has now less than 50% of the market share relative to to bank or bank. Fund.”

    Rob·35:55