Crypto Market Outlook with CMS & Split Capital
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
