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Tom calls a Fed hold in October and warns of a Bab el-Mandeb oil chokepointEDITED VIDEO12m79HIGH
Tom, a guest on Cryptonary, predicts the Fed holds rates in October even after hotter CPI and PPI prints, with hike odds still low. Tom says CORWI's debt now yields around 15% and tech has been hit across the board.
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On Bitcoin, he says the spot bid is all right but not great and price keeps holding the low 80K level, while the host argues midterm fear is misread and calls the election a clearing event.
WHO
TomGuest
WHY WATCH
Tom's Fed hold call lands against the host's argument that midterm election fear is completely misread and the vote is just a clearing event.
A podcast host walks his guest through PaperTrade, the perps platform that pays traders to loseEDITED VIDEO15m79HIGH
The host asks the guest to walk through PaperTrade, a perps platform that rewards traders for losing money, and calls it a cool Ponzi scheme before taking that back. The host warns of a bloodbath in the first days of the launch and tells anyone sitting on 100 grand to withdraw and buy back after the dump.
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The guest explains that Paper Strategy taxes buys and sells at 10% each, stakes the accumulated paper and spends the revenue share on buybacks and burns, then works out that holding 2% of supply at an 8-9 million market cap would make paper worth roughly 400 million dollars.
WHY WATCH
The guest says he is already risk free because he recovered his principal before the token even went live, and works out a valuation implying paper is worth about 400 million dollars.
Tom and Abro size their November 2026 crypto portfolios across Bitcoin, ZEC and SolanaEDITED VIDEO9m79HIGH
Tom, Abro and a third trader size their November 2026 crypto portfolios, splitting their money between Bitcoin, ZEC, Solana, Pump Fun and cash. One trader sizes a $100,000 portfolio at 25% Bitcoin and 15% ZEC, puts the rest into stronger alts, and expects Pump Fun to climb to two or three cents this cycle.
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He calls ZEC the 2014-2015 Bitcoin trade, plans to accumulate solid alts on the pullback around the midterms, and says he is nibbling again at Pump Fun at 43 cents. He argues Solana is a 3X from here while Pump Fun is a 4 or 5X, maybe higher.
WHO
TomSpeaker
AbroSpeaker
WHY WATCH
One trader sits 60% in cash waiting for attractive prices while the others build positions, and the group lays out concrete targets like Pump Fun at two or three cents.
Two crypto traders urge viewers to bucket assets by risk and follow the market instead of fixed targetsEDITED VIDEO4m78HIGH
One trader tells viewers he now wants checkpoints rather than fixed targets because markets keep moving, and recalls Bitcoin slipping under 80 before the stream and sitting at 82 when he went live. He throws the barbell in the bin, tells his younger self not to put all his size into one or two tokens and to keep cash offside for dips, and urges viewers to bucket assets into low, medium and high risk.
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The other trader says he would tell his younger self never to bet against the market or its trend, and admits he only aligned himself with the market in the last two years after coins with strong fundamentals failed. The first trader adds that anyone who calls this advice irrelevant to them would be showing a red flag for him, and says the two have round tripped, sold early, over-diversified, panicked and felt sick so viewers can learn from their mistakes.
WHY WATCH
One trader argues that dismissing the advice the two give is itself a red flag, and the swap brings up concrete numbers like the 80 and 82 Bitcoin levels and a $140,000 target.
Tom admits he owns no Bitcoin and explains how he borrowed against majors to leverage upEDITED VIDEO8m78HIGH
The host asks Tom, a crypto trader, how he manages so many positions, and Tom admits his performance review today shows he should have booked more profits. He says he bought a small stock position and capitulated about six hours later, calling it a real amateur mistake.
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He says he took only a really small nibble in Ena, a position he would take to 8%. Tom argues he holds no Bitcoin and asks why someone with 40% in it would not push that money further out along the risk curve.
WHO
TomSpeaker
WHY WATCH
Tom admits he capitulated on a stock about six hours after buying it, then reveals he borrowed a bunch of money and leveraged himself up to raise capital for his portfolio.