Weekly Roundup 07/22/22 (More insider trading, SEC regulates via enforcement, more 3AC shenanigans) (EP. 335)
On The Brink with Castle Island
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The Etherimerged Narrative Is a Powerful One
i'm feeling pretty good about the market positioning here, despite the macro data deteriorating. i think the etherimerged narrative is going to be a powerful one. People out there talking about risk free raids and institutions getting more comfortable. So who knows, maybe that catches a narrative towards the end of the summer here.
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Transcript
