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

  • @theonlyconstantischange123
    @theonlyconstantischange123 Жыл бұрын

    Arthur Hayes macro episode would be incredible do iiiiiiiiiit

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @biggobaiter5689
    @biggobaiter5689 Жыл бұрын

    Next cycle wishlist: Arthur, Andre Cronje and GCR

  • @0xFluke

    @0xFluke

    Жыл бұрын

    This 100%

  • @benshields2208

    @benshields2208

    Жыл бұрын

    And Richard Heart

  • @novaz8936

    @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

    @twinkletoes7248

    Жыл бұрын

    next cycle? we want them now ples

  • @artpatron719

    @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

  • @mduke7999
    @mduke7999 Жыл бұрын

    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

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @slamslidestyle
    @slamslidestyle Жыл бұрын

    Bear market wish-list. Bitlord. Crypto Cred and Donalt. SBF. CMS intern. Light. And we still waiting on that Do-Kwon episode…🖤

  • @outtahereboi5276

    @outtahereboi5276

    Жыл бұрын

    skip first 3

  • @slamslidestyle

    @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

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @takisdust

    @takisdust

    Жыл бұрын

    All of them been on already

  • @slamslidestyle

    @slamslidestyle

    Жыл бұрын

    @@takisdust what’s your point? Ledger is on every episode.

  • @DGA-808
    @DGA-808 Жыл бұрын

    Would love to see GCR on the podcast

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @Everysingletimeowitz

    @Everysingletimeowitz

    Жыл бұрын

    He needs to get Richard Heart on.

  • @PrivacyDefend

    @PrivacyDefend

    Жыл бұрын

    hell yeah

  • @SuprBestFriends
    @SuprBestFriends Жыл бұрын

    I like this show. You two seem to keep it real most of the time. Love the long episodes too

  • @kingkishore1
    @kingkishore1 Жыл бұрын

    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

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @humortman
    @humortman Жыл бұрын

    I love the only Cobie and Ledger episodes

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @4m556
    @4m556 Жыл бұрын

    Can you get GCR on the podcast

  • @don_cheeks
    @don_cheeks Жыл бұрын

    Cobie you should create another podcast called, "everything on this podcast may goto zero', and interview early stage founders on it.

  • @bachtell

    @bachtell

    Жыл бұрын

    Worry title, but the idea is there!

  • @don_cheeks

    @don_cheeks

    Жыл бұрын

    @@bachtell lmao the title must be explicit so rekt betas don't blame cobie for giving them the sauce

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @williamxxxxx4498
    @williamxxxxx4498 Жыл бұрын

    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!

  • @jamienicholson7004
    @jamienicholson7004 Жыл бұрын

    brilliant episode, thanks.

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @retromograph3893
    @retromograph3893 Жыл бұрын

    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

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @karllagerfanny4680
    @karllagerfanny4680 Жыл бұрын

    Love your conversations :)

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @samvimes
    @samvimes Жыл бұрын

    Great to see the pod back

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @rorymc2000
    @rorymc2000 Жыл бұрын

    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

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @spIette
    @spIette Жыл бұрын

    You guys are the best

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @TheCrackedFX
    @TheCrackedFX Жыл бұрын

    what happended to untiled crypto podcast

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @kristinakulikauskyte5964
    @kristinakulikauskyte5964 Жыл бұрын

    can you review/mention on GensoKishi’s Metaverse ? I wonder why its dropping and is it safe to pick it up from bear ?

  • @Dg-lz1ni
    @Dg-lz1ni Жыл бұрын

    Cobie says he doesn’t know what he’s talking about in terms of macro but made some great, informed points lol

  • @Loesi94

    @Loesi94

    Жыл бұрын

    Timestamp?

  • @xm3van877
    @xm3van877 Жыл бұрын

    What was the thrid L1 called mentioned? Want to look at the ecosystem Aptos, Sui and x?

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @ben.p

    @ben.p

    Жыл бұрын

    Blah blah blah token

  • @marty_vb

    @marty_vb

    Жыл бұрын

    Sei… new Cosmos layer 1

  • @xm3van877

    @xm3van877

    Жыл бұрын

    @@marty_vb thx ser

  • @john_marki
    @john_marki Жыл бұрын

    I’ll pitch in some fractional funds for that KZread plaque! 😂

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @JfTalbot23
    @JfTalbot23 Жыл бұрын

    I love Cobie

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @pepe100x
    @pepe100x Жыл бұрын

    Why did you delete the tetranode video?

  • @bloc-dash1230

    @bloc-dash1230

    Жыл бұрын

    Because he rugged the projects he shilled and bragged about dumping on people’s heads on Twitter

  • @pepe100x

    @pepe100x

    Жыл бұрын

    @@bloc-dash1230 just for that? Did someone know where can I find it?

  • @mrlappentv9773

    @mrlappentv9773

    Жыл бұрын

    @@pepe100x on his shill gauntlet

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @HypnoticPsychic87
    @HypnoticPsychic87 Жыл бұрын

    Get on GCR bro. How about Ansem for lols and talk about his POKT & Jewel

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @NeoSpacian1237
    @NeoSpacian1237 Жыл бұрын

    GRC!!!

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @CryptoPredictionsAnonymous
    @CryptoPredictionsAnonymous Жыл бұрын

    BREAKING: LEDGER IN LATEST UPONLY " Do you remember my meme fren? "

  • @ted4116
    @ted4116 Жыл бұрын

    Let’s go

  • @henryrossperiwinklebottom7126
    @henryrossperiwinklebottom7126 Жыл бұрын

    Get Andre on

  • @MichaelManville
    @MichaelManville Жыл бұрын

    Great macro show is Jones and Friends, on KZread Monday to Thursday, starts at 230 mountain time

  • @pixx321
    @pixx321 Жыл бұрын

    Lyn Alden. She is pretty objective about stuff and has a lot of knowledge

  • @r3I4x

    @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.

  • @alexNGMI
    @alexNGMI Жыл бұрын

    SICK thumbnail ledger....

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @AngelPee91
    @AngelPee91 Жыл бұрын

    Ngl I wish these had timestamps.

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @r3I4x

    @r3I4x

    Жыл бұрын

    Wrong podcast. No one here wants to make that effort lol. Hosts or viewers.

  • @rimbaud0000
    @rimbaud0000 Жыл бұрын

    Ledger not trapped in a little box at the bottom 👍

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @SalKhayer
    @SalKhayer Жыл бұрын

    I pronounce it twap, not t-WAP

  • @macbuie2002

    @macbuie2002

    Жыл бұрын

    This is twue

  • @Ben-qn6ws
    @Ben-qn6ws Жыл бұрын

    ALL IN FOR THE 3AC COME BACK ARK. LOL

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @Everysingletimeowitz
    @Everysingletimeowitz Жыл бұрын

    Get Richard Heart on the show.

  • @Brrrshark11

    @Brrrshark11

    Жыл бұрын

    yessss he said he would be down

  • @cryptofreedom101
    @cryptofreedom101 Жыл бұрын

    ledger needing a job is bearish af, FTX underpaying for sponsorship

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @pedroribeiroferreira1701
    @pedroribeiroferreira1701 Жыл бұрын

    Macro person: Lyn Alden

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @AndreAnyone
    @AndreAnyone Жыл бұрын

    im buying BlahBlahBlah token !

  • @binarydrool5785
    @binarydrool5785 Жыл бұрын

    Great Macro Person = kzread.info (he's involved with crypto but not like he use to be, but he knows macro markets.)

  • @jamesbosnich5950
    @jamesbosnich5950 Жыл бұрын

    miss the down badly intro

  • @meccanised
    @meccanised Жыл бұрын

    have jeff snider on the show

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @nonamed56
    @nonamed56 Жыл бұрын

    27:00

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @christiadarma
    @christiadarma Жыл бұрын

    wen do kwon episode

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @ojka86
    @ojka86 Жыл бұрын

    wen Do Kwon ser?

  • @wantstocomment7092
    @wantstocomment7092 Жыл бұрын

    Peter Zeihan would be cool.

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @wantstocomment7092

    @wantstocomment7092

    Жыл бұрын

    @@cobie633 sure buddy

  • @questionablecooking7019
    @questionablecooking7019 Жыл бұрын

    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

    @foxoff1

    Жыл бұрын

    I'm pretty sure that's not how it works

  • @questionablecooking7019

    @questionablecooking7019

    Жыл бұрын

    @@foxoff1 we should test it though, juuust to be sure

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @foxoff1

    @foxoff1

    Жыл бұрын

    @@cobie1819 Shameless shill merchant you are ;)

  • @SuprBestFriends
    @SuprBestFriends Жыл бұрын

    Throw the babies into space or whatever lol great take.

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @prism-9534
    @prism-9534 Жыл бұрын

    Get Greg Mannarino on

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @zacs8654
    @zacs8654 Жыл бұрын

    MultiCon got lucky with Solana

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @MichaelManville
    @MichaelManville Жыл бұрын

    I'd like to see Emin from Ava Labs on the show

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @Brrrshark11
    @Brrrshark11 Жыл бұрын

    richard heart said he’d come on if you would have him

  • @nataniellyeverton

    @nataniellyeverton

    Жыл бұрын

    XRP ,N͛F͛T͛s͛,BTC 📊 ↕️ ⬇️.M͛o͛r͛e͛ UPDATE o͛n͛ N͛F͛T͛s͛, BTC W͛h͛a͛t͛s͛a͛p͛p͛✙𝟏𝟓𝟏𝟒𝟑𝟏𝟐𝟑𝟑𝟗𝟔 UPDATE o͛n͛ XRP ⬆️↕️

  • @Tm-ev6jm
    @Tm-ev6jm Жыл бұрын

    Speaking of Martin Shkreli, he would be a good guest for the show.

  • @4m556

    @4m556

    Жыл бұрын

    Facts he has been active I believe he has his own token

  • @humortman

    @humortman

    Жыл бұрын

    No please

  • @shawn-zx9xt

    @shawn-zx9xt

    Жыл бұрын

    @@humortman Why, because the media told you he was a bad man.

  • @humortman

    @humortman

    Жыл бұрын

    @@shawn-zx9xt no because i hate grifters

  • @SkarneZ
    @SkarneZ Жыл бұрын

    Gm frens

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @thefuecisla
    @thefuecisla Жыл бұрын

    Jeff Snider

  • @dhstrother
    @dhstrother Жыл бұрын

    i pronounce it twap cobie is right

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @syzygonal
    @syzygonal Жыл бұрын

    "Presented by FTX" rip

  • @sammyjoe122
    @sammyjoe122 Жыл бұрын

    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

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @rjames3981
    @rjames3981 Жыл бұрын

    ‘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.

  • @0x_shake
    @0x_shake Жыл бұрын

    Da bois

  • @cobie1819

    @cobie1819

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @anon3501
    @anon3501 Жыл бұрын

    Metamask account recovery seed wallet

  • @subby788
    @subby788 Жыл бұрын

    First

  • @lainadfitri
    @lainadfitri Жыл бұрын

    ledger getting a divorce, kicked out of home. bera maket tings i guess :(

  • @cobie633

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @1ntrcnnctr608
    @1ntrcnnctr608 Жыл бұрын

    i am cornholio

  • @PuscH311
    @PuscH311 Жыл бұрын

    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…

  • @gsztjnrtgnhjt
    @gsztjnrtgnhjt Жыл бұрын

    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

    @cobie633

    Жыл бұрын

    ✍🏻📩 Cobiegram on telegraph

  • @editjozsefbalazs9878
    @editjozsefbalazs9878 Жыл бұрын

    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

    @johnsonmccollough632

    Жыл бұрын

    I have lost so much,I will love to connect and get signals too,, Help me ?

  • @editjozsefbalazs9878

    @editjozsefbalazs9878

    Жыл бұрын

    Reach 4 signal VlA Te le gr am >> Traderwyck

  • @editjozsefbalazs9878

    @editjozsefbalazs9878

    Жыл бұрын

    You can check thier youtube for info kzread.info

  • @erricyeh8446

    @erricyeh8446

    Жыл бұрын

    This youtube channel has really saved me through all this chaotic market.

  • @zhanglikim650

    @zhanglikim650

    Жыл бұрын

    Not every trader is smart and provide's good, working trading signals as Wyckoff Associates, I mean it. 💯