This week on The Defiant Podcast, we speak with Adam Cochran, an investor at Cinneamhain Ventures, who's probably most known for his extensive Twitter threads.

We kick off our conversation by asking Adam if he expected to turn into a meme in the crypto community for his long-winded tweets.

The primary driver behind crypto this year has been traditional macro markets. Crypto markets have been at the mercy of inflation and rising interest rates and the FED recently raised interest rates by half a point. Adam talks about where he thinks rates and inflation are headed and how will that impact crypto.

The coins mentioned on Adam’s shopping list from December 2021 have approximately lost 80% of their value this year. For comparison, Bitcoin has dropped 60%. We talk about the thesis behind the list and whether he’s changing it for next year. Adam says that he adjusted to the market conditions and had been shorting throughout the year, compensating for some of his long positions.

Finally, Adam shares some trade ideas for 2023.

Thanking our podcast sponsors:

Built by the team behind Avalanche, Core is an all-in-one command center for Web3 supporting Avalanche, Ethereum, and Bitcoin, a rich ecosystem of dApps, Bitcoin & Ethereum bridges, NFTs, Subnets, and more. Visit core.app to download now.
Minima is a new mobile-native layer 1 blockchain. Join over 400,000 node runners on Minima's Incentive Program, to start earning $MINIMA every day until Mainnet launch. Get started at minima.global/get-involved
This episode is brought to you by the Glo dollar, a new stablecoin that reduces extreme poverty as its market cap goes up. With Glo, you can lift people out of poverty just by holding a stablecoin. To join the waitlist, visit https://www.glodollar.org/defiant

Notorious Threadooor Adam Cochran Explains Crypto Shopping and Shorting List

The Defiant - DeFi Podcast