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/ramahluwalia</p><p>------<br />🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER</p><p>► Newsletter: https://the-edge.xyz<br />► Apple: https://tinyurl.com/edgepod<br />► Spotify: https://tinyurl.com/edgepodspotify<br />► Linktree: https://linktr.ee/edge_pod<br />► Follow DeFi Dad: https://x.com/DeFi_Dad<br />► Follow Nomatic: https://x.com/Nomaticcap<br />► Learn DeFi: http://defidad.com/</p><p>------<br />DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold BTC, ETH, and HYPE mentioned.</p>