DEGENZ LIVE

Strong day in macro which supported the move up for traditional markets. Some talk of a ban on crypto in china has led to some false news and misplaced FUD. Saylor is buying bitcoin again, and has bo…

Traditional markets are seeing a bit of bounce. We lost some ground yesterday but things are back up today. Interest rates haven't been moving much and OSF thinks we won't see much activity over the …

Today was our host Mando's birthday so he was out enjoying the sun and touching grass. Our other host osf had obligations as well so we were joined by the legendary Michaela who brought the vibes.

Th…

Stuff just went absolutely insane after the close of the show yesterday. BTC peaked at nearly 31k and ETH went up to $1830. Many other alts are seeing movement, with the two major coins seeing the mo…

Very interesting 24 hours in Macro; What we've seen is some weakness in stocks after successive days of positive action, as well as some decoupling of stocks from crypto, with little apparent correla…

GM Web3 ☀️Recap - Jun 20, 2023

Degenz Market Report by @osf_rekt and @rektmando

Markets are opening lower with the S&P and the Nasdaq down almost 1% after yesterday's market close. Equities are hoverin…

GM Web3Recap - June 19, 2023

Degenz Market Report by @osf_rekt and @rektmando

Kind of quiet with equities being sworn over the past few opens and today is Juneteenth, so traditional markets are closed…

equities are really strong "like bull" as of late. Stoke are up again today even if on ly slightly. This has been a monster mover nearly 10-15% up on the month. 

WE saw a bit of a bounce with crypto y…

GM Web3 ☀️Recap - June, 14 2023

Degenz Market Report by @osf_rekt and @rektmando

Another day of stocks up higher! Interest rates did sell off a little bit yesterday, possibly due to inflation numbers b…

Inflation was the big topic today with CPI coming at 4% vs expectations of 4%, down from 4.9% compared to last month. This marks the 12th month in a row of inflation marching lower, which is a great …

There is a lot happening. Macro is very very strong, and we’re at YTD highs with interest rates and equities almost in a price discovery phase. CPI is coming in tomorrow which will be a big number; i…

No Farokh today, just our two Macro wizards!

Decent day in equities, Nasdaq is approaching ytd high interest rates are offf the highs. Interestingly enough Crypto does not want to follow the macro tre…

Todays episode was more of a conversational reflection on being a founder in the space. Yesterday there was a ton of FUD surround Kevin Rose and the moon birds community, part of which was prompted b…

Not much to report today because traditional markets are CLOSED. The debt ceiling deal reached a resolution, nobody is shocked. Crypto pumped a bit on the back of it, ETH hit $1900 and Bitcoin is bor…

GM Web3 ☀️Recap - May 26, 2023

Degenz Market Report by @osf_rekt and @rektmando

Another good day for stocks today with the S&P up 1% and the Nasdaq up 1.5%. Interest rates are heavy and were up almost …

A good start to the day for equities with the Nasdaq up on the back of NVIDIA earnings; this seems to be a direct result of AI income. Their market cap appears to have reached 1 trillion!? As a resul…

Traditional markets are not off to a great start today. The 21 day treasury auction ended yesterday at a yield of 6.2%, due to a lack of resolution about the debt ceiling talks. The auctioned bills a…

Stocks are down and interest rates are up to nearly 4.4% on 2yr treasuries, which is the highest it's been since march. The US debt ceiling conversation is stirring up emotions and talk around market…

Equities are holding steady, after experiencing a minor dip on Friday before rebounding to previous levels. Meanwhile, interest rates have seen a significant sell-off, with a substantial 70 basis poi…

Pretty benign start in all things in macro. There was some better rhetoric between McCarthy and Biden around the US defaulting, which seems to have had a positive outcome for stocks.

Crypto saw a slig…