KOSPI Sell-Off - Can China's Memory Push Squeeze Profits?

<p>In this episode, we discuss the KOSPI sell-off and memory competition, crypto’s search for marginal buyers, and managing risk during fast altcoin rotations.<br><br><br>00:00 Introduction<br><br><br>01:48 Crypto Headlines and Web3 Roundup<br><br><br>06:26 ETH and the Next Marginal Buyer<br><br><br>13:38 Zcash, SanDisk and Post-Rally Consolidation<br><br><br>18:06 ETH Buyers and Market Conviction<br><br><br>21:54 Bullish Conviction Versus Wishful Thinking<br><br><br>26:03 Questions About AI IPOs<br><br><br>29:54 Macro Intervention and the Next Catalyst<br><br><br>33:03 KOSPI, CXMT and Memory-Margin Pressure<br><br><br>36:41 Bitcoin’s Resilience and Altcoin Patience<br><br><br>44:01 Wormhole, Starknet and Fast Market Rotations<br><br><br>50:15 Bullish and Cautious Views on Positioning<br><br><br>The content in this show is never financial advice. The content is an expression of individuals&#x27; opinions and is for informational and entertainment purposes only.<br><br><br>3 ways to join us:<br><br><br>1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: <a href="https://whop.com/modernmarket/products/modernmarketcommunitymembership/">https://whop.com/modernmarket/products/modernmarketcommunitymembership/</a><br><br><br>2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): <a href="https://whop.com/modernmarket/products/modern-market-inner-circle-membership/">https://whop.com/modernmarket/products/modern-market-inner-circle-membership/</a><br><br><br>3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&amp;L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: <a href="https://sway.fun/ref/MM3000">https://sway.fun/ref/MM3000</a></p>