Cash Is a Position: Crypto Crush on Circle Under $90 | Ep 496
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概要
Good now revolutionaries—Will kicks off solo with Alex Popovich, then Evan catches the back half, and Crypto Crush's Danielle joins from the UK to talk about what you actually do with your money when the DeFi world feels like it's on fire.
Danielle opens with her thesis — Circle anywhere below $90 is a buy, she's eyeing $70 or below, and "cash is also a position." From there the conversation gets into the real DeFi playbook: she uses Morpho to borrow against Bitcoin (cbBTC), Kamino to borrow against Solana, and insures her positions through Nexus Mutual. Evan defends Aave after the Kelp bridge exploit — the contract did exactly what it was supposed to do, and absorbing a $6B TVL flight in 24 hours is a quiet vote of confidence. Alex explains why the Clarity Act keeps getting punted, and why all of crypto legislation right now is really about one company's banking interests.
Breaking news lands mid-show: Tether just froze $344M in USDT at the request of U.S. law enforcement. Tether now works with 340+ LEAs across 65 countries — 2,300+ cases globally. The hosts argue both sides of the decentralization-vs-cooperation whiplash. Plus: China's sulfuric acid export ban, the $70 Circle stock pick, and why Hyperliquid settling tokenized volume in USDT + USDC is the real stablecoin infrastructure story.
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