Show notes
This week we discuss is it time to buy the dip? After calling the local top at $70k, is the setup more bullish now for a continued bull market post halving? We deep dive into the bull case for ETH, finding the next big trade, structuring a trade & finding alpha. Enjoy!--Follow Avi: https://twitter.com/AviFelmanFollow Jonah: https://twitter.com/jvb_xyzFollow 1000x: https://twitter.com/1000xPodGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Perennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users & use cases.Perennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest. Trade and LP at: https://perennial.finance/1000xSocial: https://twitter.com/perenniallabs--Timestamps:(00:00) Turning Bearish At $70k, Time To Flip Bullish?(12:45) Perennial Ad(14:17) The Bull Case For ETH(23:16) Beaten Down Projects, Supply Unlocks & Finding The Next Big Trade(30:51) Staking vs Supply Dilution(32:30) TradFi Risk-Off(38:26) Trade Structure & Grok For Alpha--Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.