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00:00 Intro - Inflation came in as expected
00:30 Geopolitical side of the story affects stocks and crypto
01:02 4 Russian warships and submarine on the coast of Florida
01:26 Ukraine striking Russian soil with US weapons - expect retaliations
01:56 Escalations will affect the market
02:05 Ego has to step down
02:24 Putin - explaining retaliation actions
03:50 Change of tune - Let's see how this evolves
04:10 Markets do not like this uncertainty
04:28 BTC price - sideways - BTC price between 66K and 74K is irrelevant
04:56 The longer we go sideways the bigger the break out
05:12 Sentiment is bad in crypto now - but price is insane
05:34 Remember this clown on Joe Rogan's show - video?
06:45 Price right now is fantastic
06:59 Asia's MicroStrategy, metaplanet, buying BTC
07:24 Panic selling meme
07:36 Conclusion - Existing range will end, but geopolitical situation will influence
08:03 Welcome to the chat
08:34 Crypto is the best industry to be in because of the exposure to everything
09:18 No one knows what is going to happen
09:52 Build up your own understanding
10:17 Shout out to ByBit
10:33 Cookie3 going live
10:48 Coingecko market overview - A bit of a disappointment
11:45 NotCoin - like cookie clicker
12:11 PixelVerse - tap to earn
12:43 New tech is gimmicky first - Real product fit will be needed
13:32 DeFi is not big on Telegram yet
13:48 0xDesigner - How is MEME still the dominant narrative?
14:56 Where do meme coins take us?
15:25 Reaction against tech mumbo jumbo.
But market needs to stay excited
16:15 Children create meme coins - Fun to create something of your own
16:55 Crypto is so much more than memes
17:16 Most memes dead on arrival and lot of insider trading
18:00 Andrew Tate versus Ansem
18:28 Bubblemaps exposing Ansem and Andrew
19:21 Meme coins are mostly corrupt with insider trading
19:56 Rather invest in tech
20:24 Vitalik replies - zk reputation and decentralized socials
21:29 FarCaster has crippled ETH socials
21:49 We need ETH maxis back on Twitter
22:28 Vitalik should push for on chain privacy - programmer explains
23:29 What about Cardano?
23:48 Coinbase exec waiting for iphone moment in the onchain future - video
25:44 Memes are not as exciting as this
26:03 Difference between seeker and follower - I am a seeker
26:21 DePin - next big narrative?
26:58 Chromia news - SQL based
28:02 Exploring Chromia documentation
29:46 Summary
30:55 Q and A
31:45 Q1: Proof of Work on L1s? Kaspa
34:04 Q2: Will older small cap alts do well this cycle?
35:25 Q3: Thoughts on JASMY?
36:46 Outro
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This information is what was found publicly on the internet.
This is all my own opinion.
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Good Morning Crypto
Ivan on Tech by Ivan Liljeqvist
Category : Tech and Science