Austin Barack, founder of Relayer Capital and a veteran investor in both crypto venture and liquid markets, shares deep insights on portfolio construction, market signals, and emerging narratives in crypto. He emphasizes a thesis-driven approach favoring DeFi due to its real revenue, sticky user behavior, and product-market fit, while also exploring rising narratives like Solana staking, CeDeFi, and AI agents. Austin discusses the cyclical nature of crypto markets, the role of fear and greed indices, and the growing institutionalization of digital assets via ETFs and staking integrations. He also highlights tools like Moby Screener, DefiLlama, and trusted analyst networks that guide his research and edge in trend prediction.

00:00 - Intro

01:40 – Austin shares his origin story, from trading at age 10 to launching Relayer Capital

06:15 – Why Ethereum and DeFi sparked his long-term conviction in crypto

10:44 – Portfolio construction strategy: max exposures, individual limits, rebalancing

13:57 – Bear market lessons and the unique advantage of being a nimble small fund

20:56 – Ethereum ETF inflows, staking, and potential for Solana to follow

25:32 – Research stack breakdown: DeFiLlama, Token Terminal, Dune, Moby Screener, X/Twitter

34:40 – What happened to AI agents and why they’ll resurge, with a spotlight on Rei Network

43:42 – CeDeFi (CeFi + DeFi) as the next underappreciated meta, featuring Maple, Morpho, Aerodrome

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In this episode of the Crypto Rundown, Tevo and Brian discuss the current state of the crypto market, focusing on volatility as an opportunity for traders. They explore Solana's potential, Bitcoin's market trends, and JP Morgan's changing stance on cryptocurrency. The conversation shifts to meme coins, particularly the rise of Pengu, and the innovative Abstract Chain project. Finally, they delve into the growing interest in prediction markets, highlighting their potential as a new avenue for investment and betting.

Chapters

00:00 Introduction to Crypto Rundown and Market Overview

04:41 Market Volatility and Opportunities

08:06 Solana's Potential and ETF Speculations

12:47 DeFi Growth and Solana's TVL

14:01 Bitcoin's Market Trends and Predictions

18:35 JP Morgan's Changing Stance on Bitcoin

20:09 Tom Lee's Market Insights and Historical Context

27:51 Trump Family's Involvement in Crypto

33:18 Meme Coin Mania and the Pengu Token

40:33 Abstract Chain and Future Developments

42:19 Exploring Myriad and Abstract Blockchain Opportunities

44:47 Market Trends and Predictions for Meme Coins

47:11 The Rise of Pumped Up Fund and New Launchpads

50:02 NFT Market Insights: Moonbirds and Nobody Sausage

01:04:32 The Future of Prediction Markets in Crypto

Brian and Joes Meme Coin $1 Trial

https://www.thecryptomavericks.com/trial-direct?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250829

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*This is NOT financial, tax, or legal advice*

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In this episode of the Crypto Rundown, Brendan and Tevo discuss the latest trends in the cryptocurrency market, including the performance of Bitcoin, Ethereum, and Solana. They analyze recent market movements, the impact of Nvidia's earnings, and the significance of the M2 money supply. The hosts also explore the implications of treasury companies in the crypto space, Chainlink's partnerships with the government, and the challenges faced by traditional banks. Additionally, they address audience questions and share insights on market sentiment, topping indicators, and the fear and greed index.

Chapters

00:00 Introduction to the Crypto Rundown

02:44 Market Overview: Bitcoin, Ethereum, and Solana

05:39 Technical Analysis: Bitcoin and Ethereum Trends

08:59 Solana's Performance and Market Sentiment

11:48 Nvidia Earnings and Its Impact on Crypto

14:37 M2 Money Supply and Market Correlation

17:54 Market Cycle Tops: Indicators and Analysis

20:52 Fear and Greed Index: Current Market Sentiment

23:38 Treasury Companies and Their Role in Crypto

26:47 Future Outlook: Risks and Opportunities

31:32 Navigating Market Risks and Opportunities

35:05 The Debate: Bitcoin vs. Ethereum as Treasury Assets

38:54 The Rise of Betting Markets in Crypto

42:08 Chainlink's Growing Influence and Government Partnerships

48:51 Banking vs. Crypto: The Yield Dilemma

53:41 Cracker Barrel and Crypto: A Lighthearted Analysis

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Get immediate access to my entire crypto portfolio for just $1.00 today!

https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=Description

Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today:

http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=Description

MERCH STORE

https://cryptorevolutionmerch.com/

Subscribe to YouTube for Exclusive Content:

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Follow us on social media for leading-edge crypto updates and trade alerts:

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*This is NOT financial, tax, or legal advice*

Boardwalk Flock LLC. All Rights Reserved

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