Crypto Narratives with Cobie & Ledger
In this episode of UpOnly, Cobie and Ledger roll with no guest to talk about a variety of things we are unqualified to talk about, including what narratives might perform well, macro stuff, and crypto funds.
Presented by FTX: uponly.tv/ftx
00:00 - Intro / What have Cobie and Ledger been up to?
03:00 - Legacy Markets / Funds
09:50 - Incentives / Raising Money and Future Fund Performance / Lock-ups
30:26 - Hedging and Perps / FTX and Coinbase / Tax Reporting
39:50 - Bear Market Rally Alt Season / The Merge Trade
47:50 - Talking about Crypto in a Bear Market / Avoiding Shilling on the Podcast
52:00 - What Will do Well Next Cycle? / What Will Never Come Back? / Effects of Scaling
1:05:00 - Future Market Outlook / Inflation / Recession / Impact on Real Assets
1:22:15 - Population Growth and Creating Demand / Macro
1:32:25 - Price Thoughts / More on Crypto’s Future Outlook and Cycles / 3AC
Пікірлер: 170
Arthur Hayes macro episode would be incredible do iiiiiiiiiit
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
Next cycle wishlist: Arthur, Andre Cronje and GCR
@0xFluke
Жыл бұрын
This 100%
@benshields2208
Жыл бұрын
And Richard Heart
@novaz8936
Жыл бұрын
@@benshields2208 yes but been waiting to long now for that. Ps I have many many eth in that and have been waiting years now.
@twinkletoes7248
Жыл бұрын
next cycle? we want them now ples
@artpatron719
Жыл бұрын
@@novaz8936 we will see. Hex ain’t rugged. Guess I am a degen 2x sacrificer on the chance the sushi style attack can work for system state. Worth a shot
Good to see you guys are still putting a podcast out every few weeks even though you do not have a guest and we are not up only.
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Bear market wish-list. Bitlord. Crypto Cred and Donalt. SBF. CMS intern. Light. And we still waiting on that Do-Kwon episode…🖤
@outtahereboi5276
Жыл бұрын
skip first 3
@slamslidestyle
Жыл бұрын
@@outtahereboi5276 I can see skip SBF..and maybe cred and donalt bc they have shows…but I need some more Bitlord in my life. And it’s ok, I’m also still coping from my decision to fade his doge recommendation.
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
@takisdust
Жыл бұрын
All of them been on already
@slamslidestyle
Жыл бұрын
@@takisdust what’s your point? Ledger is on every episode.
Would love to see GCR on the podcast
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
@Everysingletimeowitz
Жыл бұрын
He needs to get Richard Heart on.
@PrivacyDefend
Жыл бұрын
hell yeah
I like this show. You two seem to keep it real most of the time. Love the long episodes too
if cobie raised a fund saying "its a 100% chance it will go down to zero and loose all the money but i will try not to loose it all" he will still raise atleast 250 million$ innit
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
I love the only Cobie and Ledger episodes
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Can you get GCR on the podcast
Cobie you should create another podcast called, "everything on this podcast may goto zero', and interview early stage founders on it.
@bachtell
Жыл бұрын
Worry title, but the idea is there!
@don_cheeks
Жыл бұрын
@@bachtell lmao the title must be explicit so rekt betas don't blame cobie for giving them the sauce
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Hey I saw you on Atozy and the extremely generous donations against Bit-Boy. You sound like a stand up guy. I subscribed and will pay attention to you channel for advice! Take care!
brilliant episode, thanks.
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
The problem for the VCs is that if they drop the last cycle layer 1s (Solana, Avalanche etc) in favour of the new ones (Aptos etc), then doesn't that limit the potential of the new ones? Because people will get wise to the pump and dump tricks. You can't build anything sustainable if it only has a lifespan of 2 or 3 years. Also, people are calling Aptos the new Solana, but the difference is that Solana came out of nowhere with little expectations, whereas Aptos is already being hyped to the moon, even before it has a token available. Very different cadence. I'd also like to see the explanation of how Aptos has solved the blockchain trilema.
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
Love your conversations :)
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
Great to see the pod back
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
I just woke up in Mexico sweating my face off after some dodgy food. It’s the middle of the night but at least I have your ramblings to listen to
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
You guys are the best
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
what happended to untiled crypto podcast
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
can you review/mention on GensoKishi’s Metaverse ? I wonder why its dropping and is it safe to pick it up from bear ?
Cobie says he doesn’t know what he’s talking about in terms of macro but made some great, informed points lol
@Loesi94
Жыл бұрын
Timestamp?
What was the thrid L1 called mentioned? Want to look at the ecosystem Aptos, Sui and x?
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
@ben.p
Жыл бұрын
Blah blah blah token
@marty_vb
Жыл бұрын
Sei… new Cosmos layer 1
@xm3van877
Жыл бұрын
@@marty_vb thx ser
I’ll pitch in some fractional funds for that KZread plaque! 😂
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
I love Cobie
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
Why did you delete the tetranode video?
@bloc-dash1230
Жыл бұрын
Because he rugged the projects he shilled and bragged about dumping on people’s heads on Twitter
@pepe100x
Жыл бұрын
@@bloc-dash1230 just for that? Did someone know where can I find it?
@mrlappentv9773
Жыл бұрын
@@pepe100x on his shill gauntlet
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Get on GCR bro. How about Ansem for lols and talk about his POKT & Jewel
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
GRC!!!
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
BREAKING: LEDGER IN LATEST UPONLY " Do you remember my meme fren? "
Let’s go
Get Andre on
Great macro show is Jones and Friends, on KZread Monday to Thursday, starts at 230 mountain time
Lyn Alden. She is pretty objective about stuff and has a lot of knowledge
@r3I4x
Жыл бұрын
She’s been pretty blindsided to ethereum and proof of stake. I see her logical consistency breaking down when it comes to those.
SICK thumbnail ledger....
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Ngl I wish these had timestamps.
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
@r3I4x
Жыл бұрын
Wrong podcast. No one here wants to make that effort lol. Hosts or viewers.
Ledger not trapped in a little box at the bottom 👍
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
I pronounce it twap, not t-WAP
@macbuie2002
Жыл бұрын
This is twue
ALL IN FOR THE 3AC COME BACK ARK. LOL
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Get Richard Heart on the show.
@Brrrshark11
Жыл бұрын
yessss he said he would be down
ledger needing a job is bearish af, FTX underpaying for sponsorship
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Macro person: Lyn Alden
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
im buying BlahBlahBlah token !
Great Macro Person = kzread.info (he's involved with crypto but not like he use to be, but he knows macro markets.)
miss the down badly intro
have jeff snider on the show
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
27:00
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
wen do kwon episode
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
wen Do Kwon ser?
Peter Zeihan would be cool.
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
@wantstocomment7092
Жыл бұрын
@@cobie633 sure buddy
Cobie could solve all this trouble over talking about crypto by just telling the audience what the next 100x is ... no crime if everyone wins
@foxoff1
Жыл бұрын
I'm pretty sure that's not how it works
@questionablecooking7019
Жыл бұрын
@@foxoff1 we should test it though, juuust to be sure
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
@foxoff1
Жыл бұрын
@@cobie1819 Shameless shill merchant you are ;)
Throw the babies into space or whatever lol great take.
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Get Greg Mannarino on
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
MultiCon got lucky with Solana
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
I'd like to see Emin from Ava Labs on the show
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
richard heart said he’d come on if you would have him
@nataniellyeverton
Жыл бұрын
XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️
Speaking of Martin Shkreli, he would be a good guest for the show.
@4m556
Жыл бұрын
Facts he has been active I believe he has his own token
@humortman
Жыл бұрын
No please
@shawn-zx9xt
Жыл бұрын
@@humortman Why, because the media told you he was a bad man.
@humortman
Жыл бұрын
@@shawn-zx9xt no because i hate grifters
Gm frens
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Jeff Snider
i pronounce it twap cobie is right
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
"Presented by FTX" rip
Why do you guys never discuss QNT? Its always the same few coins discussed, that was then and this is now. Maybe talk about fresh coins that are making decent moves under your noses. Great show btw lol
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
‘Show me the charts, and I’ll tell you the news’ 📈 👀 Łitecoin 2023 mining reward halving closer by the day ⏱ 2015 and 2019 halvings saw big price rises for Litecoin and Bitcoin. ‘Front running’ could accelerate 🏃🏿♀️ 🏃🏿♂️the process.
Da bois
@cobie1819
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Metamask account recovery seed wallet
First
ledger getting a divorce, kicked out of home. bera maket tings i guess :(
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
i am cornholio
Everybody wants to be debt free.How the System will working if everybody is debt free? It can’t right ? We can only pay debt by creating more debt…it makes no sense to me…
The idea that you think you can't talk about crypto on a crypto podcast makes no sense. Any shit that they send your way for their own shit decisions is their fault and your aqueousing to them only validates their lack of responsibility.
@cobie633
Жыл бұрын
✍🏻📩 Cobiegram on telegraph
Great video and some nice tips! This is a scary time for new investors but the best thing you can do is not to make decisions based on emotions.This could actually be a good time to buy more of your high conviction stocks or crypto on a discount. Wealth is created during bear markets, not bull markets. If your portfolio is really effecting your mental health then delete the app and go for a walk. Let the market do its thing and have a long time horizon. Buy and just trade long term more than ever, I was able to flip my 0.7 BTC to 5.2 btc by implementing Wyckoff Associates daily trading signals despite the state of the market.
@johnsonmccollough632
Жыл бұрын
I have lost so much,I will love to connect and get signals too,, Help me ?
@editjozsefbalazs9878
Жыл бұрын
Reach 4 signal VlA Te le gr am >> Traderwyck
@editjozsefbalazs9878
Жыл бұрын
You can check thier youtube for info kzread.info
@erricyeh8446
Жыл бұрын
This youtube channel has really saved me through all this chaotic market.
@zhanglikim650
Жыл бұрын
Not every trader is smart and provide's good, working trading signals as Wyckoff Associates, I mean it. 💯