Aug 28, 2026 · 1 hr 4 min · 16 segments
What matters more in today’s market: the numbers or the story investors believe? This week, we debate crypto’s rebound and why markets increasingly reward narrative, momentum, and massive future…
Rob HadickHostSantiago Roel SantosHost
Jason YanowitzHostYou know, for better or for worse, you can't be sidelined when you have all these bags that are vesting.
So even if I wanted to sell, ladies and gentlemen, I can't just overnight just like...
But... um i was writing about it um the short answer is i still don't think that you're getting paid enough to take this type of risk like there's
risk and i don't think the risk reward is there there relative to other things like other opportunities i appreciate if you're only investing in crypto feels like feels like a good moment the last episode we talked about hyperliquid we talked about i was very surprised that bitcoin didn't go below 60 and i felt we had bottom there it was like okay sailor sold we're all in agreement that it felt like we could go much lower and they're like okay if you didn't go below 60 after all of this stuff it feels like a bottom and you know we're in a very different state of the world today So we should celebrate that.
time to record the pod because I think hours after we recorded, you know, we recorded on Wednesday, Thursday was like the white house Thursday.
You know, for better or for worse, you can't be sidelined when you have all these bags that are vesting.
So even if I wanted to sell, ladies and gentlemen, I can't just overnight just like...
But... um i was writing about it um the short answer is i still don't think that you're getting paid enough to take this type of risk like there's
risk and i don't think the risk reward is there there relative to other things like other opportunities i appreciate if you're only investing in crypto feels like feels like a good moment the last episode we talked about hyperliquid we talked about i was very surprised that bitcoin didn't go below 60 and i felt we had bottom there it was like okay sailor sold we're all in agreement that it felt like we could go much lower and they're like okay if you didn't go below 60 after all of this stuff it feels like a bottom and you know we're in a very different state of the world today So we should celebrate that.
time to record the pod because I think hours after we recorded, you know, we recorded on Wednesday, Thursday was like the white house Thursday.
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