This Unchained podcast episode features an interview with Joe McCann, founder of Asymmetric Financial, focusing on his investment strategies in crypto and macroeconomics. The conversation covers McCann's background, his successful $BONK trade, his perspective on the current market downturn (attributing it to a mechanistic unwinding of crowded positions rather than fundamental shifts), and his bullish outlook despite recent market volatility. He also discusses his views on Solana's SIMD 228 proposal failure, highlighting the tension between technological innovation and institutional investor preferences for stability. McCann suggests that focusing on developer activity and institutional flows provides valuable insights for navigating the crypto market.
