Uploaded May 2022 | Updated September 2026, 2 weeks ago

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UpOnly returns with Cobie and Ledger, as they are joined by Cred and Jim Talbot to discuss the state of the market.

Presented by FTX: uponly.tv/ftx

00:00 - Intro (Down Badly)
01:40 - How has everyone been?
08:50 - Crypto involvement over the past few months / Current market structure
14:50 - LUNA and UST debacle / USDT thoughts
17:00 - Current Outlook and Portfolio Construction / Trading vs. Investing
24:30 - How long could this bear market be? / Macro outlook
33:15 - What happens next? / More macro / Timing the market
43:20 - LUNA debacle / VCs / Fully Diluted Valuations and Lock-ups
1:05:35 - APE Coin thoughts / NFTs and overall outlook / BAYC
1:19:20 - What is undervalued in the world, and has the potential to go Up Only?
1:30:20 - Can Bitcoin continue to be a high beta asset? / Is it sticking as an inflation hedge?
1:42:15 - Questions from the chat / Alpha