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Good Game
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Imran and Qiao sat down with Daniel Matuszewski (CMS) and Zaheer Ebtikar (Split Capital) to discuss the current crypto market.
No BS crypto insight for founders.
Timestamps
00:00 Intro
00:51 Welcome to Good Game
03:33 Daniel and Zaheer's Macro View
06:24 Daniel and Zaheer's Primary Focus
08:14 Interesting Leading Indicators
10:53 Zaheer's Eth ETF Approval Estimate
14:51 The TradFi World Doesn't Care About ETH?
17:05 Thoughts on Jim Bianco's Theory
19:42 What Daniel and Zaheer are Trading Right Now
23:55 Render (RNDR) vs. Bittensor (TAO)
28:27 What Daniel and Zaheer are Bullish on Recently
32:46 Is There Organic Activity Happening on Avalanche?
34:07 Thoughts on Ethena
38:56 Where are We in The Cycle?
40:13 The Biggest Bullsh*t Daniel and Zaheer Have Seen in The Industry That They Want to Call Out
42:46 Crypto Startup Stories: Thunder Terminal
45:58 Advice For The Average Retail or Crypto Founders Who Has a Full-Time Job
48:12 How Daniel and Zaheer See The Venture Market Today
53:09 Trading Ordinals?
53:21 Any Favorite Projects?
54:40 Final Thoughts/Comments
Daniel Matuszewski Twitter/X: https://x.com/cmsholdings
Zaheer Ebtikar Twitter/X: https://twitter.com/SplitCapital