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Ryan Adams

👤 Speaker
2103 total appearances

Appearances Over Time

Podcast Appearances

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

You can't actually buy it, right?

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

You can own a little perp.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

But it's private.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

You get none of this until they go public and they IPO on retail, dump on retail.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

So the question is, is all of this getting a little bit too frothy?

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

There are definitely some people who say yes.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

So this is a tweet from Jason Goepfert.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Is that how you say his name?

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Sure.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Okay.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

He said, Okay, so two data points here.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Second day, the S&P closes record high with more than 4% of its stocks hitting 52-week lows.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

And he says,

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Anyone want to guess the only other time in 100 years this has happened?

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

And there's a book called 1929 by Andrew Ross Sorkin in the tweet.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Somebody is clearly being rational somewhere.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

I feel like this is just maybe two data points that he found on 1929 that aren't up to today.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

You can do a lot with two data points.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

But, okay, there are other better, let's say, bear cases.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

One is just like we know what's happening with U.S.