thanks @apriori0x for having me back on, lots of fun in this one discussing current market.
debasement, onchain stock meta, zcash, hype, robinhood, new metas and more.
The big overall meta for crypto is the debasement trade.
New Credible Commitments with @ceterispar1bus, head of research at @Delphi_Digital
We break down the debasement trade — ZEC, ETH, HOOD, HYPE & COIN.
Key takeaway: It's still a token picker's market.