与「GDO」相关的搜索结果

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at @Multicoin. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on @solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: @variational_io @Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What @Zcash represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors @KASTxyz @Trezor 32:54 - Timing entries in volatile assets 36:26 - Why @Multicoin doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : @gdog97_ example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors @JupiterExchange @ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

気になったらいいね❤️ 使いたいベネステ特典があったらコメントしてね💬 ＼30周年大感謝祭🎉／ 限定企画や特別イベントが続々登場✨ ・コナミスポーツが30円（おひとり様1枚まで）🏃‍♂️ ・GDOは30％OFF⛳ 期間限定特典もあるので早めにチェック👇

2011年加入twitter，才这么点粉丝 这还能起号吗？ 我定居在HK，创业ing, 一方面宣传自家品牌，另一方面跟大家讨论AI、eSIM、区块链、网络安全等问题（密码学专业、12年AI创业经历，曾融资数亿） 所有关注我的，我都会回关（简单筛选 不能是HDD） 谢谢关注，你关我回，有关必回！