Is It Time To Buy Back Into Crypto?

<p>Ram Ahluwalia is an investor and the Founder of Lumida.</p><p>Weeks ago, crypto was doom and gloom. Now everything is pumping and nobody owns enough!</p><p>In this episode, Ram explains exactly why the rally happened, breaking down Bessant's bond market intervention and a massive short squeeze that caught everyone offsides. He shares his views on whether the bear market bottom came earlier than expected, and the most important question in markets right now: should you prioritize crypto or AI?</p><p>------<br />💎 THIS EPISODE'S SPONSORS</p><p>🔒 <a href="https://kpk.io/" target="_blank" rel="ugc noopener noreferrer"> KPK</a> | Best risk-adjusted yield through automated vaults<br /></p><p>🏦 <a href="https://app.axis.to/origin/EDGE" target="_blank" rel="ugc noopener noreferrer"> AXIS</a> | The Origin Vault launched on Ethereum<br /></p><p>🌐 <a href="https://link.re.xyz/the-edge-1" target="_blank" rel="ugc noopener noreferrer"> RE</a> | Earn real yield backed by regulated reinsurance programs<br /></p><p>🟠 <a href="https://apyx.fi/" target="_blank" rel="ugc noopener noreferrer"> APYX</a> | The first dividend-backed stablecoin (DBS)<br /></p><p>🐡<a href="https://institutional.puffer.fi/" target="_blank" rel="ugc noopener noreferrer"> PUFFER INSTITUTIONAL</a> | ETH staking solutions for scale<br /></p><p>------<br />⏱️ TIMESTAMPS</p><p>0:00 - Intro<br />2:15 - Ram’s background on Wall Street<br />3:15 - What is Lumida?<br />4:51 - Why Is crypto pumping right now?<br />8:59 - Did the bear market bottom earlier than expected?<br />11:10 - Can ETH outperform this cycle?<br />13:53 - Everyone’s offsides in this market, even the bulls<br />15:15 - Why Ram’s bullish on HYPE and DeFi<br />16:57 - Uncertainty about what follows if CLARITY passes<br />19:24 - Pros and cons of BTC as a momentum trade<br />24:52 - Bessent’s bond market intervention and its impact<br />28:26 - Expectations for Warsh’s Jackson Hole speech<br />30:58 - How could markets respond to Warsh<br />33:10 - Why the AI CapEx bears are wrong<br />42:30 - Nvidia is the lender of last resort<br />45:29 - Would Ram rather invest in AI or crypto right now?<br />47:58 - The pitch for Lumida<br />51:25 - Opportunity to tokenize private investments<br />52:53 - Closing</p><p>------<br />🔗 GUEST LINKS</p><p>► Lumida website: https://www.lumidawealth.com/<br />► Lumida Invest app: https://lumidainvest.com/<br />► Lumida on X: https://x.com/lumidawealth<br />► Ram Ahluwalia on X: https://x.com/ramahluwa