In this episode of Credible Commitments I chat with Ceteris, Head of research at Delphi. Ceteris breaks down equities, ZEC, HYPE, Fomo, Robinhood chain, ETH, Solana governance, and why its a token picker's market.
In this episode of Credible Commitments I chat with Ceteris, Head of research at Delphi. Ceteris breaks down equities, ZEC, HYPE, Fomo, Robinhood chain, ETH, Solana governance, and why its a token picker's market.
Timestamps
(0:00) - Breadth across the S&P tape
(1:50) - HYPE, VVV, ZEC
(3:46) - Debasement trade & MSTR
(6:09) - Robinhood Chain
(10:36) - Social trading & Fomo strategy
(13:19) - The big meta for crypto
(16:19) - ZEC has asymmetric upside
(19:00) - HYPE vs. ZEC over 5 years
(24:32) - Prediction markets & super apps
(29:03) - Robinhood Chain
(34:43) - COIN vs. HOOD vs. HYPE over 5 years
(39:42) - ETH is money
(43:08) - Solana governance votes & platform risk
(46:47) - FX is the holy grail
(50:11) - Crypto is the best place for capital formation
(53:13) - It's still a token picker's market
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Disclosure: Credible Commitments is an independent podcast. These are opinions of the host and guest alone. Nothing here is financial, legal, or tax advice. The host owns positions in ZEC, ETH, & HOOD.
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Ceteris on X: https://x.com/ceterispar1bus