🎙️ When Shift Happens - I sit down weekly with the most Credible People in Bitcoin & Crypto

E:187: @cz_binance: The Truth about 10/10 and why Binance won't be CZ's biggest life achievement Timestamps: 0:00 Intro 2:01 Life On The Road 3:33 Who Is CZ? 5:14 Growing Up Poor In Canada 6:45 His Sister's Career & Burnout 7:35 Avoiding The "Third Generation Degenerate" Trap 8:07 The "Living Room" Where Binance Started 10:05 Sponsors: @variational_io & @Bitwise 10:58 What Made Binance's Early Team Different 12:32 What "Hardworking" Really Means 13:35 The Biggest Binance Myths 14:24 Why Binance Listings Disappoint Investors 16:54 Can Retail Ever Actually Win? 18:58 Where The "4" Meme Came From 20:55 Tweeting "4" While Privately Agreeing? 21:29 The Full FTX Tweet Story 25:13 The Hardest Period Of CZ's Life 26:05 Going To Prison With No Clear Exit in Sight 27:48 Who Disappeared When Things Got Hard? 28:31 Sponsor: @KASTxyz 29:18 The Trump Presidential Pardon Process 32:20 Was The Pardon Political? 34:32 CZ's Advice For @elonmusk On X Money & Bitcoin 35:44 Bybit Hack: Why Did CZ Advise Ben Zhou To Halt Withdrawals 36:42 The Binance 2019 $40M Hack 41:18 Is Hyperliquid A Threat To Binance? 45:07 Why HYPE Still Isn't On Binance Spot 46:31 What Happened Exactly on 10/10 51:31 Sponsors: @JupiterExchange & @ethena 52:14 CZ's Crypto Legacy 53:56 @GiggleAcademy , AI & Education 1:00:56 Can CZ Move the Bitcoin Price? 1:03:30 Outro
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MR SHIFT 🦁 retweeted
Legit CT guys seem to be winning big on this rally, conviction in good crypto got rewarded. overall positive market structure.
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I recently mentioned @akshaybd and @QwQiao as some of the highest signal to noise ratio people to follow Let me give you another one: @arthur0x Total Chad, humble, 5 fig to 9 figs (!!) in 2019-21 before getting f*cked by 3AC bankruptcy Quietly made it all back subsequently + early with giga size in hyperliquid:native Now with his biggest position in near:native Bonus: one of the few really good guys with the right values in this industry
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Follow him before he asks me to delete!
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You Only Job as Crypto Investor in Every Bear Market Is To find and accumulate the projects and tokens that will catch VCs and institutions bid during the following bull run This isnt easy but if you get it right you’ll get your 20-100x returns on liquid tokens, with size We have now left the bear and you can see the tokens that are rerating: This is the early VCs and institutions bid and will only accelerate from here zcash:native is a prime example
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Tomorrow, I'm releasing a conversation with @cz_binance - the Co-Founder of @binance. CZ built the world's largest crypto exchange in just 6 months, went to prison, got pardoned by President Trump, and believes that the biggest shift in his life is yet to come We talk about: - Why CZ's biggest life achievement might not be Binance - What really happened on 10/10 - What the Trump Pardon Process looked like from the first phone call to the release - The "4" Meme - The future of Education with AI, and @GiggleAcademy - CZ's $500M investment in Twitter - Hyperliquid and why HYPE is still not listed on Binance after almost 2 years - Why CZ advised Ben Zhou to halt withdrawl during the Bybit 1.5B hack - Why CZ's tweet didn't kill FTX And much more... PODCAST OUT TOMORROW!
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Crypto investing is a trust + mindshare game Forget the revenue or P/E or “fundamentals” thesis It doesn’t work The protocols within strong revenue AND with price outperformance are winning at the trust AND mindshare game and that’s why they outperform the rest, not because they have strong revenue and fundamentals
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Being a crypto investor and having no bitcoin:native exposure at these cheap prices makes little sense imho
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Some of the smartest guys I know and who were very early to crypto think that crypto is finished / is going to die soon
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The industry is supposed to come together when hacks happen, especially big hacks The big players understand this and are doing it The anonymous brainlets on this app on the other hand still haven’t Shouting “I told you so” or “he told you so” isn’t helping us move forward as an industry Lets Grow up
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Meow, Kash, YK and the whole solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN team are cooking 🧑‍🍳
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NFTs are 100% making a come back (If $ETH ever does)
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When the guys who brought $SOL and $ZEC back from the ashes start to shill near:native all together at once you smash the buy button and learn more about the protocol later
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Don’t fade the ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 team
Ethena is partnering with @Binance as our first venue for the extension of the basis trade into equity perpetuals, one of the most exciting updates to the USDe collateral backing since launch. This expands the addressable market of underlying collateral from $2.5 trillion of crypto to $150 trillion+ of real-world assets. As part of the partnership, bStocks will serve as tokenized spot collateral, hedged with Binance USDT-denominated equity perpetuals - the same delta-neutral structure Ethena has securely executed across crypto assets since inception. Importantly, Binance provides lower ADL priority for eligible delta-neutral accounts including Ethena's, adding another layer of risk mitigation for USDe holders. Binance equity basis has averaged ~11%+ annualized over the past 6 months, while open interest has grown on average ~30% per month in the last 3 month period. We expect the market opportunity size for equity perpetuals to far exceed the $15b+ of crypto perpetuals captured by Ethena last cycle. Allocations begin today.
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Over the next few months, you’ll see the tokens of the few teams that actually stayed locked the F in during the bear market pump way higher than you thought was possible And it will be all deserved The best of all is there arent many of these teams so it’s not hard to get positioned in the right ones (if you arent already)
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I see a lot of people calling me retarded when I mention near:native I also see some very high signal people saying it’s early The combination of these 2 things make me uber bullish
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near:native is a top 10 crypto asset $ZEC is a top 5 crypto asset
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The logic would be that because last bear market was mild, this bull run will be mild too This is why this upcoming bullrun will probably melt your face and youll sell too early The market always does what you dont expect it will do so a good way to think is: What would logically happen here and what does my guts and brain tell me? Then you do the exact opposite
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Imo zcash:native won’t give you the chance you want when you want it, then it won’t again, instead it will keep pumping until you finally FOMO in Then once you FOMO’D in it will correct by 70-80% but from much higher than people would think it would and you will either have no cash left to buy, will sell the bottom or will be too scared to accumulate when all the Zidelined people shout the inevitable “it’s so over” Then after being left for “dead” for a while (like it was earlier this year and for the previous 10 years before) it will proceed to giga pump once again, creating the biggest mindfuck for all the traders trying to time it and for all the people who didnt get in on time In summary: ZODL and chill
Zcash will give you a few chances to get in on the way up. Be sure to take them. $ZEC
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That's because the earliest people to crypto are the biggest idealogues, and are upset with the compromises needed to grow the industry. 100X from here.
Some of the smartest guys I know and who were very early to crypto think that crypto is finished / is going to die soon
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