Where are we in the Cycle? w/ Darryl Wang

Episode 21 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have Darryl Wang from Tangent again to discuss where we are in the cycle and how he's playing crypto into the election. He still prefers longing SOL as the best way to get exposure in the markets, and discusses why DeFi might be a value trap. This was recorded on July 15th. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://x.com/0xWangarian Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Taiki's Twitter: https://twitter.com/TaikiMaeda2 Humble Farmer Army Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Introduction 3:56 Is Trump Bullish for Crypto? 7:21 The Updated Solana Thesis 13:58 DeFi as ETH Beta 19:40 Next Narrative Trades 32:04 Trading "Low Float High FDV" Tokens 40:14 Insights from OTC Desks 47:22 Cutting out Signals from Noise 53:24 Advice to Younger Self MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.