Why Crypto Bears are still Sidelined w/ Alex Kruger

Episode 13 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Alex Kruger talking about his journey from trading TradFi to becoming crypto-pilled. He shares his bull case for risk assets in 2024 and why bears have continued to bang the bearish drum despite being wrong for the past couple months.
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Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto KZbin/Twitter and took matters into our own hands.
Timestamps:
0:00 Alex Krüger Background
01:49 Differentiating The Majors
06:14 Views on Macro Environment
11:46 Bitcoin Price Outlook & Flipping Gold
19:37 Overcoming Bear Market PTSD
22:22 Best & Worst Types of Content to Consume
26:20 Views on ETH
35:16 Views on SOL
40:08 How to Make it This Cycle
43:58 Building Conviction & Cutting Losses
46:34 Common Traits of Successful Traders
51:14 Managing Emotions
55:51 Advice to Younger Self
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On top of not running any KZbin ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. We believe that to create quality research on the public markets, we have to only focus on the public markets.
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[@BillJones23]

Alex has been more directionally correct than just about anyone over the last few years. This interview shows why. Very sharp and hard working guy. Great pod.

[@rollerboogie]

I just remembered I had a dream last night that my company randomly hired Taiki and I heard him talking and got all excited because I instantly recognized his voice. I was pumped to have someone at work to talk crypto with.

[@BatmanBoss]

Excellent interview. Great job Thanks

[@_hologram]

Loved this one guys, Alex is such a discovery, absolute chad

[@deftuncut]

Thanks for the diversity of content. Very good to hear the different perspectives in finance

[@DigitalGoldAU]

Love this dude

[@highly_illiquid]

Where can I see the volume of the $600m ETH call seller he talks about @31min?

[@-RBR]

Great interview

[@xaviqp18]

Wise words!

[@josequiles4569]

Being seriously what happens to the bears whem bitcoin hits a million Will we still listen to what they have to say about bitcoin will it even matter how they feel 🤔

[@arikarma]

great stuiff

[@ziggymicheelsen6328]

Great content!

[@SimplifiedFinanceSiFi]

gud interview

[@glowlog]

Was this recorded before the SOL downtime? Why didn't you ask about that if this was done recently?

[@tt2318]

i edit this and i will post it on twitter in one year about SUI eco thx for content

[@adamglasser9913]

Gonna have to change the name of this series to Crypto Market Chads.

[@sportsander2841]

Great conversation

[@90nomads]

Thanks T 👌

[@RAJohnson713]

*besides canto bears

[@mattfromblock]

Class as always ser

[@SimplifiedFinanceSiFi]

I went all in @16k even though i was bearish macro and held even though i'm still woried. chart was and is gud so i stay in. but man, somethings off. where ma recession??

[@diencai1812]

Absolutely incredible contents. Thank you Taiki and Alex

[@khader88]

30:15 Also want to know about this. Do you know what he even means?

[@MacroAnarchy]

Bear hunting season 😁

[@nonothing2k]

i looked at the photo of Alex first and then read "Why BEARDS are fucked" - now that made me really wonder what this episode will be about lol

[@volpe_sol]

Great chat. Bears will be sidelined for using old metrics and narratives in an era of unprecedented manipulation and money printing.

[@FinalCurse]

Would be nice to have an ATH in 2024. I think we;'ll have an ATH in 2025. but this cycle it won't be much above the previous cycles ath. NOT FINANICAL ADVICE

[@rk0l59hs-6g]

What is the best strategy to enter crypto trading for someone with more or less than $5,000 to invest?

[@-vv3rv]

As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided by a widely known crypto consultant

[@-vv3rv]

Mrs Nancy Williams Laplace

[@user-fe9nv9lw9f]

This is correct, Nancy Williams strategy has normalized winning trades for me also and it’s a huge milestone for me looking back to how it all started.

[@MatthewRobinson3]

Nancy is considered a key Crypto Strategist with one of the best copy Trading portfolio and also a very active in the cryptocurrency space.

[@hectorbell754]

The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

[@AB-kq9xm]

He seems quite Dutch

[@wersoback]

19:20 and I think AI is still far ahead of us and we are in the AI bubble right now.

[@DegenPhilly]

We are making bear stee

[@veenee]

This guy says a lot without saying anything at all. Just rambles

[@iulianserban10]

you buy bitcoin and you live your life, def not gambling in shitcoins. but, i must admit gambling is a trillion dolar industry so for degenerate people playing zero sum games there is always something in this shitcoin space.

[@jasonw222]

The way you speak tells me your shy. People are surpirsed by that?

[@uh0hbert0]

ETH sucks. No normie wants to pay 75 bucks to make a transfer. I'm sorry ETH maxis. It's garbage. It is what it is. See you in the Cosmos Ecosystem soon enough.

[@Tehudis]

ETH 💩💩💩

[@pot6458]

We are mad. I kinda blow up 1.5-2X but ill stick around. The tuition is expeneive in the market. (I also did spent a lot on "dumb" lifstyle stuff so no remorse)

[@standardprotocolformat6090]