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