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Episode | Insights |
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![]() DeeZe: NFT's Comeback in 2025, What to Hold, OG Punk Lore and More | TG Podcast11 minutes ago • 50 min 59 sec threadguyYouTube | Consider buying a CryptoPunk when its price falls below one Bitcoin, as the speaker targets a new all-time high of $400k-$500k this cycle. Focus on established Ethereum NFT collections over new mints, with Masks of Lucy mentioned as a potentially undervalued accumulation target. For meme coins, the speaker's largest holding is HYPE, and he sees a relative value opportunity in MOG, believing it has a clearer path to a 3-5x return than larger competitors. Another high-conviction holding is REKT, an investment based on strong belief in its founder. Use the "Screenshot Rule" for profit-taking: if a gain is exciting enough to screenshot, it is time to sell at least a portion of your position. |
![]() A lot of people in real estate keep calling for the Fed to lower rates to revive the real estate ...12 minutes ago Benjamin CowenTwitter | The US Government Bonds 10-Year Yield chart indicates that past Fed rate cuts (marked by the arrow) led to an increase in the 10-year yield from approximately 3.6% to 4.8%, implying higher mortgage rates. Investors should be cautious about expecting lower mortgage rates solely due to Fed cuts, as the long-end of the yield curve may rise if cuts are proactive and the economy is perceived as strong. This suggests potential headwinds for real estate and related sectors if the Fed cuts rates while the economy remains robust. |
![]() TRUMP MEDIA DISCLOSES $2B OF BTC, KAITO INTRODUCES CAPITAL LAUNCHPAD, JPMORGAN LENDING AGAINST BTC & ETH?1 hour ago • 1 hr 13 min DEGENZ LIVEPodcast | With massive ETF inflows driving momentum, consider Ethereum (ETH) as a core holding, as some analysts are targeting a price of $10,000 by year-end. For existing ETH holders, lending on platforms like Aave offers an attractive yield, which was recently noted at 14.93% APY. As a higher-risk alternative, Solana (SOL) is outperforming the market and could see significant future gains if a spot Solana ETF is approved. For leveraged exposure to the Ethereum ecosystem, consider blue-chip NFTs like CryptoPunks, which are seeing renewed demand and have a speculative target of $1 million. In the high-risk brand coin sector, Rekt (REKT) is identified as a potential leader due to its growing mainstream recognition. |
Oracle ($ORCL) is set to receive $30 billion annually from OpenAI starting in 2028 for datacenter services, highlighting the massive AI infrastructure buildout. This substantial commitment, despite OpenAI currently losing money, underscores the aggressive growth expectations in the AI sector. Investors should consider the long-term implications for Oracle's cloud revenue and the continued demand for AI-related hardware from companies like NVIDIA ($NVDA). |
11 minutes ago • 50 min 59 sec
Consider buying a CryptoPunk when its price falls below one Bitcoin, as the speaker targets a new all-time high of $400k-$500k this cycle. Focus on established Ethereum NFT collections over new mints, with Masks of Lucy mentioned as a potentially undervalued accumulation target. For meme coins, the speaker's largest holding is HYPE, and he sees a relative value opportunity in MOG, believing it has a clearer path to a 3-5x return than larger competitors. Another high-conviction holding is REKT, an investment based on strong belief in its founder. Use the "Screenshot Rule" for profit-taking: if a gain is exciting enough to screenshot, it is time to sell at least a portion of your position.
12 minutes ago
The US Government Bonds 10-Year Yield chart indicates that past Fed rate cuts (marked by the arrow) led to an increase in the 10-year yield from approximately 3.6% to 4.8%, implying higher mortgage rates. Investors should be cautious about expecting lower mortgage rates solely due to Fed cuts, as the long-end of the yield curve may rise if cuts are proactive and the economy is perceived as strong. This suggests potential headwinds for real estate and related sectors if the Fed cuts rates while the economy remains robust.
1 hour ago • 1 hr 13 min
With massive ETF inflows driving momentum, consider Ethereum (ETH) as a core holding, as some analysts are targeting a price of $10,000 by year-end. For existing ETH holders, lending on platforms like Aave offers an attractive yield, which was recently noted at 14.93% APY. As a higher-risk alternative, Solana (SOL) is outperforming the market and could see significant future gains if a spot Solana ETF is approved. For leveraged exposure to the Ethereum ecosystem, consider blue-chip NFTs like CryptoPunks, which are seeing renewed demand and have a speculative target of $1 million. In the high-risk brand coin sector, Rekt (REKT) is identified as a potential leader due to its growing mainstream recognition.
Oracle ($ORCL) is set to receive $30 billion annually from OpenAI starting in 2028 for datacenter services, highlighting the massive AI infrastructure buildout. This substantial commitment, despite OpenAI currently losing money, underscores the aggressive growth expectations in the AI sector. Investors should consider the long-term implications for Oracle's cloud revenue and the continued demand for AI-related hardware from companies like NVIDIA ($NVDA).
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