This live stream features Augusto Backes and Orlando Lamei discussing the current state of the Bitcoin market, including its historical highs, potential for future growth, and strategies for navigating the market cycle. They also touch upon broader economic trends, investment philosophies, and the personal toll of being a content creator in the volatile crypto space.
The speakers acknowledge that there's disappointment regarding altcoins, with many investors holding out hope for an "altcoin season." Orlando Lamei believes that most markets, including altcoins, will rise due to an impending economic bubble. Augusto Backes mentions that his portfolio is now heavily weighted towards altcoins, viewing Ethereum as a significant bet for the end of the year and also expresses optimism for Solana, Sui, and other specific altcoins like Pendle and AV, suggesting they have potential for growth. He also believes the "altcoin season" hasn't fully happened yet and may be imminent.