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Down Badly

UpOnly returns with Cobie and Ledger, as they are joined by Cred and Jim Talbot to discuss the state of the market. Presented by FTX: https://uponly.tv/ftx 00:00 - Intro (Down Badly) 01:40 - How has everyone been? 08:50 - Crypto involvement over the past few months / Current market structure 14:50 - LUNA and UST debacle / USDT thoughts 17:00 - Current Outlook and Portfolio Construction / Trading vs. Investing 24:30 - How long could this bear market be? / Macro outlook 33:15 - What happens next? / More macro / Timing the market 43:20 - LUNA debacle / VCs / Fully Diluted Valuations and Lock-ups 1:05:35 - APE Coin thoughts / NFTs and overall outlook / BAYC 1:19:20 - What is undervalued in the world, and has the potential to go Up Only? 1:30:20 - Can Bitcoin continue to be a high beta asset? / Is it sticking as an inflation hedge? 1:42:15 - Questions from the chat / Alpha

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