Is the Bull Market Rekt? | REKT Vision ft. Ejaaz (October 18)

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Oct 20, 2025

Dissect the latest cryptocurrency liquidation crisis and its fallout. Explore why decentralized finance has outperformed centralized platforms during turmoil. Delve into the macro outlook, linking gold's rise to crypto opportunities. Hear insights on AI's transformative role in various sectors and its competitive landscape between the US and China. Find out why GPUs are becoming strategic assets and the implications for the future of AI and finance. Plus, predictions on market cycles and the shifting focus of investments.

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INSIGHT

Gold May Lead Bitcoin In Debasement Narrative

Gold's all-time highs indicate a debasement trade and may precede Bitcoin adoption rather than replace it.
Ejaaz likens gold-to-Bitcoin as Bitcoin-to-alts: gold can lead before crypto catches up.

INSIGHT

AI Concentration Benefits Foundational Players

AI investment concentrates power in foundational players building data, compute, and model stacks.
Firms controlling compute and data layers can scale laterally into many industries and capture outsized value.

INSIGHT

Compute And Power Are Strategic Assets

OpenAI pursues aggressive compute expansion, signing multi‑party deals and even designing chips to secure capacity.
Ejaaz frames compute and gigawatts as strategic assets underpinning AI leadership.

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🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* Last week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, was joined by fan favorite Ejaaz, founder and CIO at 26CC. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the historic deleveraging event, ongoing altcoin weakness, the U.S.-China spat, Binance listings controversy, and much more. 🔥 *Limited time offer: Get 50% OFF on Real Vision Connect* https://rvtv.io/3UenXVY 📣 This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.

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