Token Narratives Podcast Ep. 45 🎙️
🌎 Global Capital Rotation: Bitcoin as the Exit. Graham draws on Le Shrub’s (@agnostoxxx) macro pivot to argue that capital will rotate out of U.S. equities and into Bitcoin.
💼 Corporate BTC strategy: @Metaplanet_JP 23x’s in less than year, @GameStop raises $1.3B for the @saylor playbook, and The Blockchain Group (@_ALTBG) becomes Europe’s corporate Bitcoin treasury leader. Shoutout @DavidFBailey.
🛡️ Protocol defense or decentralization theatre? @_dsencil breaks down Hyperliquid’s $JELLY takedown. Featuring takes from @HyperLiquidX @zhusu @Arthur_0x @zachxbt.
🌊 Meme coin meta: @salss_666 explains how $Ghibli mania proves there’s still alpha in real-time culture trades.
📉 Cycle shift? Is the four-year Bitcoin cycle broken? We dig into BTC’s next move and ETF inflow trends. (@milesdeutscher)
Shoutouts to:
@jamieCrypto @MustStopMurad @Zeneca
From X
Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.