
More Than Speculation | The Chill Crypto Convo
US stock market is about to reverse: Will Bitcoin dump to $55k?
In this episode, we talked about the possibility of US stock market reversing to downtrend, a new YC-backed AI quant trading firm just beat Jane Street in returns, Robinhoods NFT, and the possibility of Neutrl's got exploited------------------------------ Follow our X for some juicy yaps https://x.com/morethanspecpodhttps://x.com/2lambro/https://x.com/ManoppoMarco/------------------------- Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:23 Intro: Saylor keeps selling BTC to buy STRC02:14 Macro read: US market overheated, signs of Phase 403:12 AI bubble thesis: robotics IPOs & what pops it05:18 Using AI for stock trade signals & backtesting QQQ rotation07:03 Prodigy Research: YC quant fund claiming to beat Jane Street08:33 Lambro's take: if you're so good, why sell 7.5% to YC?10:08 Strategy capacity problem β MEV analogy for quant trading10:58 Cole (OG Pudgy Penguins founder) is back with Spritehood NFT on Robinhood Chain14:53 Is NFT dead on Robinhood? Stonk Brokers & Hyperio take16:55 Quick news: Harmony ($ONE) exploited for 2.8B tokens (~$3-4M)17:28 Neutrl stablecoin crisis: paused minting, protocol reserves affected19:23 Neutrl's shady moves: 400-700x unlocks, TOS changes23:58 Back in the trenches: $CASHCAT, $PONS & a new Uniswap V4 play "Vibe"25:53 Vibe token deep dive: $2M β $3M cap, cooked dev background28:03 Outro & $CASHCAT bag check------------------------------ Disclaimer All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.


