This is not a crypto native cycle To pick winners you need to find where institutions are allocating @AviFelman

Full episode is out now! @jvb_xyz @AviFelman We discuss: - Will H2 be bullish? - The Galaxy thesis - What to own this cycle? - Finding the next trade - The ETF impact, crypto IPOs & more! Timestamps: 00:00 Introduction 01:23 Will H2 Be Bullish? 10:02 Ads (Kraken OTC, Katana) 11:08 The ETF Impact On Bitcoin 19:31 Crypto Exchanges 28:18 Ads (Kraken OTC, Katana) 29:24 What To Own This Cycle? 47:00 Macro Update Links below ↓

Will we see a post summer rally? @AviFelman

Lmao. All in $GLXY

Fresh episode recorded today:

New episode is out now! @jvb_xyz @AviFelman We discuss: - Will H2 be bullish? - The Galaxy thesis - What to own this cycle? - Finding the next trade - The ETF impact, crypto IPOs & more! Links below ↓

A number of treasury companies are trading at a discount to mNAV Chat how does this end?

Timeline full of FUD because it stabilized for ...2 weeks. On all time highs. Most people's only framework is "green candle bullish red candle bearish." This is why most people lose money trading. Believe in something.

ETH/BTC has been down only for 2+ years But in the last 3 months it rallied over 60% Has ETH/BTC finally bottomed? @jvb_xyz @AviFelman

Will crypto treasury companies unwinding lead to the next bear market?