Jun 26, 2026 · 2 hr 19 min · 11 segments
Ansem & Banks discuss the state of crypto markets, Solana's position, and why Ansem believes SOL could hit $600 this cycle. Mert from Helius joins to make the bull case for Solana's infrastructure and…
nobody else left to be bullish, then we'll see.
But yeah, no, I think...
It's been a very interesting spot for markets in general.
A ton of volatility in stocks, a ton of volatility in crypto.
So a lot of people have been trading that.
Hyperliquid has been the best venue for people to trade leverage and perks on that.
As you know, stock market closes at 4.
That's when they announce earnings.
And Hyperliquid allowed Bullpen to let people go 10x long, 10x short after the market closed.
great great uh i would say marketing for hyper liquid just in general um and kind of proving out crypto's thesis and being able to trade anything everything um but yeah cryptos look pretty bad i think we're at a really really really important spot right now um the sailor stuff has been happening um micro strategy selling off super hard breaking like yearly lows stretch the preferred shares product has done uh really poorly it's trading like 76 it's supposed to trade at 100 So yeah, a ton of stuff happening, a lot going on.
I can go deeper into all of it and my takes on it, thesis on it.
So let me just ask you straight up.
I think in Q3, you may see slightly lower beneath where the current lows are at.
I think it's around like 60.
Q3, you may see like slightly beneath that.
But I would say if you're buying Solana here with an extended time frame of like six months to a year plus, I think it'll be a good trade and it's in a really good spot.
And it's interesting because everybody's always super bearish Solana after it's down a lot and nobody really thinks it's going to come back.
They said the same thing in 2023 when it traded at eight and it was trading between 15 and 20 for a long time.
Nobody thought Salon was going to come back then.
And it's kind of in a similar spot now where Salon is at like 66, hit $60.
nobody else left to be bullish, then we'll see.
But yeah, no, I think...
It's been a very interesting spot for markets in general.
A ton of volatility in stocks, a ton of volatility in crypto.
So a lot of people have been trading that.
Hyperliquid has been the best venue for people to trade leverage and perks on that.
As you know, stock market closes at 4.
That's when they announce earnings.
And Hyperliquid allowed Bullpen to let people go 10x long, 10x short after the market closed.
great great uh i would say marketing for hyper liquid just in general um and kind of proving out crypto's thesis and being able to trade anything everything um but yeah cryptos look pretty bad i think we're at a really really really important spot right now um the sailor stuff has been happening um micro strategy selling off super hard breaking like yearly lows stretch the preferred shares product has done uh really poorly it's trading like 76 it's supposed to trade at 100 So yeah, a ton of stuff happening, a lot going on.
I can go deeper into all of it and my takes on it, thesis on it.
So let me just ask you straight up.
I think in Q3, you may see slightly lower beneath where the current lows are at.
I think it's around like 60.
Q3, you may see like slightly beneath that.
But I would say if you're buying Solana here with an extended time frame of like six months to a year plus, I think it'll be a good trade and it's in a really good spot.
And it's interesting because everybody's always super bearish Solana after it's down a lot and nobody really thinks it's going to come back.
They said the same thing in 2023 when it traded at eight and it was trading between 15 and 20 for a long time.
Nobody thought Salon was going to come back then.
And it's kind of in a similar spot now where Salon is at like 66, hit $60.
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