Ep 213 of Facts vs Feelings is live 🔥 @sonusvarghese and I sat down with Blake Anderson and @gilbert3142 on our team after one of the wildest weeks of the year. 📉 Nvidia fell nearly 10% on reports linking Jensen Huang to an alleged Chinese spy. Hearings look likely, with earnings on the 17th and Huang invited to testify on the 18th. Chip demand shifts toward other semis, similar to Dell's run while Supermicro struggled. 🗳️ Barry called the midterms a blue wave driven by voters' focus on prices. In the six months after a midterm, the S&P 500 has been higher 19 for 19, up 14.1% on average. 🔌 Data center restrictions passed in 44 of 45 ballot measures. Power is the biggest limiter for AI builders, and higher costs plus longer timelines could cut equity returns from about 15% to near 5%. 🏦 Waller said he'd back a 50 bp hike if core CPI topped 0.3%, and it came in at exactly 0.3%. Real yields have held up better than nominal yields, which points to a bond market expecting continued growth and a tighter Fed. 🤖 After a 4.4% drop in the S&P 500, a 12%+ drop in the SOX, and a sharp bounce off the 200-day, Blake and Barry explain how they manage AI risk through diversification, watching for rotation, and respecting the cost of falling behind. Watch the full episode 👇

Market Bubble ep.26: my full conversation with @armaniferrante (CEO of Backpack) on rebuilding Backpack after FTX, bringing US stocks to Solana, the future of onshore perps, tokenization and Backpack's long-term vision 0:00 - Backpack's evolution and the FTX collapse 6:35 - Bringing US stocks to Solana 11:33 - Tokenization and onshore perps 16:08 - Security, MEV and token incentives 21:57 - Backpack's IPO vision and what's next

Market Bubble ep.25: full conversation between me, @Banks, and @insentos on the Binance hack, trading new pairs, why the trenches never die, Bitcoin and Zcash setups, NFTs and the GTA 6 trade 0:00 - Binance hack and trading new pairs 7:14 - Trenching, viral coins and trading skill 13:39 - Hyperliquid, Bitcoin and Zcash 18:12 - Stocks, crypto and market timing 27:51 - CryptoPunks, NFTs and GTA 6

Market Bubble ep.25: the full conversation between @Banks, @Tradermayne, and me on the Binance hack, Hyperliquid's institutional interest, Bitcoin downside risk, trading strategies and Polymarket's 15-minute candles 0:00 - Binance hack and Bitcoin panic 5:01 - Hyperliquid, HYPE, and the trenches 34:05 - Bitcoin downside and market outlook 1:01:55 - Weekly demand and short setups 1:13:32 - Polymarket candles and the two-timeframe rule

Market Bubble ep.24: my full conversation with @EliBenSasson - CEO of StarkWare a post-quantum L1, the quantum threat, Zcash, the future of digital money and why Satoshi would have loved ZK 0:00 - Starkware, ZK and Starknet as an L1 3:36 - The quantum threat and Starknet's ark 7:12 - Zcash and the future of digital gold 12:16 - Supervega, Bitcoin and agent payments 16:10 - Post-quantum security, STARKs and Satoshi

Market Bubble ep.24: my full conversation with @shadddowfax - Founder of Sunrise the $160T tokenization opportunity, bringing stocks to Solana, memecoins paired with equities and the next wave of capital 0:00 - Sunrise and the $160T opportunity 4:32 - Tokenized stocks and global markets 9:06 - Capital formation and onchain IPOs 13:27 - Memecoins, equities and market structure 24:02 - The next capital wave and AI agents

Market Bubble ep.23: my full conversation on the first major pullback, portfolio strategy, the Coinbase perps showdown and my outlook on BTC, Zcash, Pump and HYPE 0:00 - The first pullback and 70/30 strategy 5:45 - Coinbase perps showdown and trading lessons 10:48 - Bitcoin, Zcash and the MemeFi thesis 18:12 - StarkWare, Pump and SOL targets 26:48 - HYPE, momentum and taking profits

Sep 23 | @chipchipgame Crazy Wednesday Taiwan Ep.25 Highlights 🎬 Congratulations to SaBi Bro @SaBiBro666 on taking another Taiwan title! Top hands: ELTON woke up with pocket Aces and faced three preflop ALL INs. He turned quads and wiped out all three. AYGG also found pocket Aces and got it all in preflop, only to be cracked by KJs. The thousand ways to lose with Aces. And what hand, and how much pressure, made 51 @0x515151 put on the pain face and fold a queen-high flush? AYGG and ELTON MA finished second and third. Don’t miss the highlights 👇 Watch, predict, and win big on #BillionLive# 9月23日 @chipchipgame 疯狂星期三第 25 期台湾站切片🎬 恭喜撒币哥 @SaBiBro666 再次拿下台湾站冠军！ 精彩手牌： ELTON 手持 AA，翻前竟遭遇三家 ALL IN。转牌达成四条，暴力清空三家！ AYGG 同样拿到 AA，梦幻开局，翻前打光，却惨遭 KJs 逆转。AA的一万种输法。 又是什么牌、什么压力，让 51 哥 @0x515151 戴上痛苦面具，艰难弃掉 Q 花？ AYGG 与 ELTON MA 分获第二、第三名。精彩切片不容错过👇 看直播，玩预测，赢大奖，就来 #BillionLive#