Today Jason and Sanat sit down to discuss bear markets. Jason kicks things off with an explanation of his bear market framework. The two then review token creation vs token value in the current cycle, defining a 'bear market', as well as investment time horizons. Jason and Sanat also review the Major vs Alts debate, how to weather down cycles, as well as sharing bear market horror stories. The two close with a discussion around bull cycle signals and how to assess a possible re-entry—enjoy!

Host: Jason Choi @mrjasonchoi . Not financial advice.

 

Timestamps:

(00:00) Introduction

(05:12) Jason’s bear market framework

(13:16) Token creation vs token value

(14:48) ‘Bear market’ definition

(23:53) Time horizons

(31:52) pump.fun

(33:19) Majors vs alts

(41:48) Short vs longterm convictions

(42:26) Bear market stories

(44:10) Weathering down cycles

(48:33) Bull signals

(50:34) When to re-enter

(55:02) Outro

 

Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation

Find out more at https://investors.yieldguild.io/

 

Twitter accounts:

Jason Choi’s Twitter:

https://twitter.com/mrjasonchoi

Sanat Kapur’s Twitter:

https://twitter.com/kapursanat

Blockcrunch Twitter:  

https://twitter.com/theBlockcrunch

YGG Twitter:

https://x.com/YieldGuild

 

Blockcrunch VIP:

 https://blockcrunch.substack.com/

 

Disclaimer:

The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

 

Full disclaimer:  https://blockcrunch.substack.com/about

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