Today on MCG @Stateofblocks w/@that1618guy Highlights :n ex Delphi analyst and founder of State of Blocks, a trading community that shares setups and research. Highlights Include: 00:58 - Marcus's Background 03:24 - Relative strength is only relative until the fall catches up 07:03 - @AnthropicAI IPO could drain liquidity like @SpaceX 10:10 - Add risk early and cut risk late 11:21 - Crypto has no passive bid so the marginal buyer rules 11:54 - Calls the Bitcoin low in at $60K 14:21 - $NEAR at $1.80 vs $4 and fundamentals follow price 16:36 - Bitcoin Google searches explain price 18:13 - HYPE at $70 with everyone talking was the warning 20:16 - What gets retail back into crypto? 25:23 - Binance hack of $6B with half frozen 26:00 - Real test is the bank run 28:36 - Bybit handled its hack like a masterclass 31:04 - Bids $HYPE and @Lighter_xyz as the marginal buyer returns 32:50 - Bullish Robinhood Chain after 70-80% pullbacks 33:14 - The trench special bids at a 78% pullback 33:34 - Likes $ORBIO for real revenue 35:05 - Priors dev call at a $2M market cap 43:19 - $700K rewards post was an overreaction 48:36 - Too many copy paste launchpads 49:18 - $BUN is different with AI market making 54:13 - Four agentic finance picks 57:19 - Loves $HOOKR and $STONKBROKER 1:00:06 - HYPE attention and why Kinetic is the beta play 1:03:03 - State of Blocks Discord