SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
10 calls on this episode
All calls“I think around here on like twenty four hundred. I think around here I bought some and then once it bottomed here, I think I bought some like here as well with a stop at the lows.”
Bought ETH after the Fed decision reaction low held above the Clarity Act lows, with a stop at the lows; ETH seen stronger than Bitcoin.
$2,464at the call+1.7%since- BTCLong
“as long as like Bitcoin and in the majors start holding here... I think you want to be leaning on a long bias”
Majors holding the lows after the Fed supports a long bias in crypto, with the four-year cycle and upcoming catalysts.
$76,521at the call+8.3%since “I took some profits in like the 2470 area. I think I sold half my position and moved my stops up so that I can, you know, it's a free roll at this point.”
Took partial profit on the ETH long near 2470 and moved the stop up to make the rest a free roll.
$2,464at the call+1.7%since- HYPELong
“tokenized equities, anything around that expect hyper liquid lighter to perform well, even Coinbase.”
Tokenized equity approval from the SEC should benefit crypto venues such as Hyperliquid.
$82.24at the call+4.0%since - LITLong
“things are popping this morning and specifically lighter... expect hyper liquid lighter to perform well”
Lighter is popping on tokenized equities news and expected to keep performing.
$4.80at the call−23.2%since “I'm bullish pump... they are missing from being a company that 50X is in token value over the next few years is clarity”
Pump has a tight fit in hyper-speculation; regulatory clarity is the missing piece for a potential 50x.
$0.00394at the call+41.1%since- UNILong
“Uni still continues to be, and I've mentioned this since around $4, it's up to $7 now”
Uni is the backend play on tokenized equity settlement and v4 hooks, with buybacks, mentioned as a bullish case since $4.
$7.14at the call+6.2%since “look, I'm tending to get long here more. I feel I have a longer bias after Tuesday show... I can see this into Q4 getting kind of hot.”
SEC news and the rate hike shift the host to a long bias on crypto broadly into Q4.
$76,436at the call+8.4%since“especially in the AI trade is like, all right, it like has the thesis changed? No, all right, stay long... NVIDIA is a good structural business long-term in my opinion”
Staying long the AI trade and NVIDIA, a well-covered structural business, rather than rotating into high-beta names.
$219.28at the call+5.1%since“I can buy certain items and know that they're going to be around like Hyperliquid. I will go to bed quite comfy knowing that”
Revenue-producing crypto assets like Hyperliquid are resilient and comfortable to hold.
$81.89at the call+4.5%since
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice.