All Things Crypto

ATC quote · Jun 4, 2026 · 0:36:58

“Well, Cantor, I mean, what what we're seeing is the tale of two markets. Right? One in a in a bull market that never broke structure and one in a bear market that did break structure, that being…”

Landy @CryptoLandy

From All Things Crypto- Knicks Take Game 1 & Empress $HYPE Victory Lap, Jun 4, 2026 · Episode page

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0:36:22 Kantorcodes @Kantorcodes: I I mean, I'll probably just get a lot of slack for this. It's been... That's fine. My my kinda take is that if you're rotating out of crypto so that you can capitalize on these IPOs, if you're planning to invest in a company that's not a chip or at the CapEx level, then I feel like that is a mistake because the unit economics haven't been figured out yet. That... That's what I'm trying to say. And it... It's so…

0:36:58 Landy @CryptoLandy: Well, Cantor, I mean, what what we're seeing is the tale of two markets. Right? One in a in a bull market that never broke structure and one in a bear market that did break structure, that being crypto. We're going through and we'll continue to go through even in the bull markets. We'll... Obviously, that's when we see most of the distribution. But we're going through a distribution period within crypto, and you're…

0:39:37 Dave @DCBK2LA: Let's go... Alright. Let's go to Taj. Taj, what's up, bro? And then we'll go over to Empress with the global transition over to Hype.

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