Why We’ve Bottomed, Oil Hits $100 & The Stablecoin Trade

Hosts argue crypto has likely bottomed, stablecoins will reshape finance, and traders can gain an edge with Hyperliquid—actionable market calls and equity plays inside.

Key Takeaways

Market view: Crypto likely bottomed; Bitcoin cleared the 70k sell wall—accumulate below 70k, buy now with stop under 69k and a target near 85k.
Stablecoins dominate: USDC/USDT/USDS capture market share; new stablecoins face adoption barriers, but a massive stablecoin float would boost Bitcoin demand and on‑chain trade.
Hyperliquid edge: Platform enables weekend oil trading and unique position types; retail and whitelisted users can access timing advantages versus many institutional funds.
Equity and token picks: Bullish on Sky, Coinbase, Bitcoin, and Ethereum; Galaxy may rerate on AI/data‑center upside but carries earnings and reflexivity risk.
Valuation signals: Circle trades at a forward P/E ~108—market prices stablecoin exposure over revenue; lower yields could dramatically expand stablecoin markets.
Podcast notes: Hosts tease Spindrift sponsorship, plan an interview with Kalidora, share trading anecdotes and remind listeners the show isn’t investment advice.

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