State of the Markets #241 Glen Goodman - The Crypto Trader's Top Picks
May 6, 2026
Glen Goodman, author and trader known for The Crypto Trader, shares market-tight views and trading anecdotes. He discusses fiscal retrenchment, timing big shorts and why crashes can be slow. Conversation covers bitcoin vs stocks, altcoin breakouts, institutional crypto adoption and quantum risks to crypto security. He also touches on AI’s creative limits and recent crypto hacks.
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Use Triggered Orders To Avoid Timing Risk
- Use stop orders to enter large contrarian trades only after a trend begins to reverse to avoid early-timing risk.
- Goodman placed triggered short orders in early 2008 so positions entered as markets broke key levels.
Slow Bond Moves Hide Big Risks
- Bond yields can rise gradually without headlines but still signal serious stress in markets.
- Goodman notes 30-year yields exceeded levels seen during the Truss episode, yet media barely covered the slow move.
Energy Critiques Don't Invalidate Bitcoin Yet
- Energy criticism of Bitcoin misses broader energy trends and renewables progress.
- Goodman rejects the claim Bitcoin must go to zero because mining uses energy, noting renewables and nuclear expansion and global energy growth.
