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The memecoin trade might be over. And Joe McCann says that’s just the beginning. The founder of Asymmetric has been at the intersection of crypto, macro, and tech for years. He called the $BONK trade early, made moves before most saw the opportunity, and now? He’s shifting his focus. Meanwhile, the crypto markets are a bloodbath, with bitcoin, ether, and solana down 10%, 41%, and 35%, respectively, year-to-date. In this episode, Joe joins Unchained to discuss:
- Why memecoins won’t work the way they used to
- How institutions are approaching crypto in this cycle
- Why prices are down so much
- Why Bitcoin might be so hard to outperform
- Whether Solana is still the fastest horse
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors!Guest:LinksUnchained:
Timestamps: 0:00 Intro 2:19 How Joe’s background shaped his crypto investing approach 10:25 Spotting the $BONK opportunity before the crowd 17:38 Why the memecoin trade might be over 21:51 Why Joe believes Pump.fun is NOT extractive 33:11 Why crypto prices have struggled despite a pro-crypto shift in Washington 42:34 The moment Joe “finally” gives credit to Arthur Hayes ⏳ 45:15 Could having no catalyst actually BE the catalyst? 49:22 Why Joe wasn’t convinced by the SOL inflation proposal 56:45 Wait—no altcoin season? ️ 1:01:34 What still excites Joe about Solana 1:04:57 Why Asymmetric is betting on Bitcoin DeFi |
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