Where Are We In The Cycle, ETHs Outperformance & The Perpification of Markets
Episode publishedPodcast: EmpireEmpire
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First principles, I think the disruptors generally accrue most of the value, not a hard and fast rule. And secondly, I see a genuine business case in the market that we are ultimately going after that is like based in like a credibly neutral platform with transparency, which you can only achieve, like, if the actual infrastructure is on chain.
Nothing set on the hive mind as a recommendation to buy or sell securities or tokens. This podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our own opinions, not financial advice. Hi, everyone, and welcome to another episode of the Hive Mind podcast. The goal of the podcast is to provide an inside look into what we like to call the Delphi Hive Mind, bringing together some of our brightest minds from each of the divisions to share insights, alpha, and shitposts. Today with with us, we have Cederis Paribus from our institutional resear
Sure. Thanks for having me, guys. Excited for today. I'm Caledora, co founder and CEO at Osteum. We are building the best place to trade TradFi on chain And the only place you can open up a $50,000,000 long or short with up to 100x leverage on the S and P, NASDAQ, Tesla, gold, oil, and basically every other global market under one hood. So every market, one wallet, one interface, trying to make the most seamless place to trade TradFi with your Stablecoins per wallet. So, yeah.
Awesome. And so let's start with, we're going to dive into TradFi and real world assets, I think for the rest of the pod, But let's start with markets. It's been kind of a weird market. BCC briefly touched all time high and then kind of, you know, went down, promptly went down like 10%. Today's been a weird day. How are you guys There's a lot of people, I think Or there's been a few people at least calling for us being in very late stage cycle, right? I think Ro from HACC had a good post about it. Some other people have been saying it too. I think most people seem to think we have three to six
I I the three to six actually feels probably about right to me, but it's really hard. It's really hard because you have so many competing There's like these people that'll tweet these top signals and it's like zero top signals hit. Right? But then you kind of see a lot of this stuff going on. The fact that like all the TradFi money is coming into OlympusDAO rappers. Like, obviously, Chamath's thing spooked people the other day. But you have all these it's weird. You have you have these all these traditional, you know, things we would consider top signals, but we still have, like, this pretty b
Yeah. It it's hard to go too too far in advance. I mean, you can say three to six months. I don't know what that really offers the market. Right? Like, if you somebody says three to six months versus twelve to eighteen, doesn't really change your behavior. Right? You're just you're you're bullish now and that, you know, you kinda just take it one week at a time. Right, the the recent earnings season, I think, doesn't really get spoken about how strongly that went. Right? You had record forecasts for what was supposed to for earnings this quarter, and they were all beat by record margins. Right
6 ks. I'm hearing 15 ks. Well, Tom Lee thinks it has 100x.
Right. If you say 6 ks, then like no one's gonna be buying here. But if you're pitching an insane target, then then you can then this thing has wheels. So, I'm basically in in the chop for a little while camp and then and then resume up only. And so you kind of want to just pick your positions. Don't get blown up.
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