How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
Episode publishedPodcast: Forward GuidanceForward Guidance
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There's a theta decay to the bearishness here. Mhmm. Every reason that we're bearish has been talked about now for at least two to three weeks. Totally
agree.
And so there's all of it's already out in the open. And, yes, it could get worse. But, basically, every day that goes by that it doesn't get worse, if there's not a new catalyst to send us lower, it's more likely that Bitcoin goes higher and in the short term. And the reason is because people have derisked.
Alright. What's going on, everybody? We got a big collab going on here today from the digital asset summit. We're on day three, and, you know, we just had to run it up again like we did in permission list. So we got the thousand x guys. I'm here for forward guidance. Relying on the floor in the Expo Hall. Things are going off. It's been a wicked few days. And, yeah, just really great to catch up with you guys. What's going on?
Yeah. Thanks for having us here. This is this has been an awesome conference. I do have to say so many people a lot more optimism than I expected given the fact that you know at East Denver it was absolute tragedy despair everywhere. And if you go on Twitter you think that everyone's like on the verge of suicide. I mean it's like this is great. People are people are talking people are doing real things. Yeah.
It's it's been awesome here. First of all, thank you for for working with us on this podcast. You're the hostess with the mostest. We love you. It's fun to to
talk suit up, you know. In
Utah last year. Yeah.
I I echo what Avi said. I think it's kind of interesting, like, Mike Ippolito, the cofounder of BlockWorks, tweeted out this thing that went viral. He said, I've never seen the institutions more bullish than the the natives, which is food for thought. Right? Like Mhmm. It the people here are psyched about crypto, and the people on Twitter are in a state of despair because they're either ETH maxis who have just, you know, basically seen their net worth deplete over the course of what should be a bull cycle. And then, you know, a lot of altcoins are down eighty, ninety percent from the highs. So
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