TraderMayne: My Crypto Market Outlook for 2025 & Beyond

Transcript

altcoin cycle this goound so far has been quite difficult. Like the rotations between coins have been unbelievably fast if you haven't been holding Fartcoin or Hyperlquid or you know a couple others like you've been you've been kind of getting screwed. Sometimes it's better out just zooming out and be like okay the high time frame chart still looks really good. Let's not get chopped up in this kind of low time frame noise. Welcome back to the Rowup. We are your hosts. I'm Andy. I'm Robbie and this is your home to learn from the biggest guests, the brightest minds at the tip of innovation. Our goal is to help spread the collective knowledge of everyone in our community. We are breaking crypto out of its echo chamber and taking it to the real world. Sit

back, relax, and enjoy a quick word from some of our awesome partners who make this show possible. Cryptox broken AI can't trust it. Let Magic Newton set you free. It puts your onchain transactions on autopilot. Does all the work for you 24/7 so you can go do what you want. The vision of Magic Labs, the creators of embedded wallets used and backed by the best. See for yourself. Simpler crypto UX, verifiable AI agents. Newton.xyz. [Music] Welcome to the show. Thanks for having me, guys. Yeah, it's been a it's been a hectic morning, hasn't it? Yeah, I know.

Every morning I seem to wake up and I go on Walter Bloomberg and I figure out what kind of day it's about to be. What kind of day is it today then? I mean, kind of a shitty one, I guess. I don't know. Like, Trump is just, you know, tweeting out some mad stuff about what's going on in the Middle East. I I hate trading in these kind of environments where there's like tons of headline risk. So, I'm kind of just like hanging out. We'll see how FOMC resolves tomorrow and then maybe things chill out a little bit. Yeah. Um, you you know what's funny is that while all the tariff stuff was happening, I had my uh I had my my my aunt and my cousin down from uh from Ontario and they were like they were in

the worst headsp space about Trump and America that I've ever heard anybody. And I just can't imagine that it's getting any better now to you know from your side of things, bro. Yeah. You know, like I I a lot of people are obsessed with what's going on on, you know, the global stage. And I get it. We're on Twitter all day. Like we get this kind of constant doom loop of like just the worst information in the world all the time. I genuinely don't think humans were designed to be able to consume this kind of content from all over the planet all at the same time. You know what I mean?

like you used to like have to wait and like you used to get the paper and you'd see what was happening in your city and that was like the extent of your like knowledge and maybe there was one news channel that was like giving you delayed global events but like to know what's going on all over the world all the time is crazy to me but as a Canadian like my life hasn't really changed that much under Trump under Biden under Obama like it's basically been the same like if I'm online I have periods where I think the world is ending and where I think it's uh where I think everything's, you know, sunshine and roses, but like day-to-day life is like not really that different.

Yeah, man. I mean, we are seeing on Twitter real time how like you you're seeing these supersonic missiles boom and then you see the you see the markets react and then Trump does that on Truth Social and then that happen. It's just like it I try to zoom out like I I I've you know I was following your stuff in like late 16, early 17 all the way into 18. I think you kind of really started doing TA in like mid 2017 to to 18 and and you know I so so I've been in the space like eightish years and dude like it's been harder to like zoom out in the last three months than it has been I feel like since like 21. Like I've just been like like it's like tick watching

man. Yeah, we can't lose the plot. Like Bitcoin's at 100 grand. Like, you know, like institutions are here. The government is pulling back any form of kind of regulation and scrutiny that there seem to have been. Coinbase is public. Other companies are going public. There's acquisitions happening last, right? Like, it's a good time to be in crypto. Uh it's just like, yeah, if you're looking on these micro time frames, it seems like it's like doom and gloom. Uh, and then you back to Euphoria and back when in reality price hasn't really moved in the last month, dude. I mean, it has for some assets, but you know, for a lot of it, it's been like all coins bleeding, people getting upset about that, and then, you know, wondering when all season kind of how h

how that's going to play out, which has been tough, I think, for a lot of people. Um, and then just kind of I mean look if if you haven't been holding Fartcoin or Hyperlquid or you know a couple others like you've been you've been kind of getting screwed. Yeah, that's actually a much more interesting conversation in my opinion is like the altcoin cycle this goound so far has been quite difficult. Like the rotations between coins have been unbelievably fast. um where it used you remember that chart where it was like okay Bitcoin goes then large caps then mid caps then it was like secrets of crypto used to post it all the time and like that used to be kind of like the order of operations and it just doesn't seem to be the case this

goound it's like yeah if you're not in whiff then fartcoin then housecoin for 10 minutes and then this coin for like one day like you've missed every rotation I still hold out hope that there is an alt season and it's when Bitcoin dominance rolls over which just hasn't happened yet. But there's a world where it just looks different because of how many coins there are now. there's just there's only so much money and if you look on things on the aggregate like maybe you know last cycle we had she and you know uh and bonk and like you know some of these coins went to like tens of billions and it's like okay well nothing got there this cycle so maybe it hasn't happened yet but it's like okay but all

of the AI coins combined went to 15 billion like if you take GOAT and Zerra and AI like you add them all up on aggregate that kind of had an alt season. You know, there was the animal meme alt season. So, I don't know, man. It's been uh it's been a funny one. But maybe maybe there's still a period of time where Bitcoin dominance will roll over and we'll get this fabled alt season we're waiting for. Well, so on that note, then I'm I'm curious what you think about um this kind of thesis around movement coins, right? Miad's been pushing SPX6900 to like absolutely no end. He is a he is nonstop in everybody's comments. just absolutely going ham. Um, do you think do you think

like he's thinking about this in the right way? Like like is Miad going to be right in in in the sense that like you need this cult of people that don't care about selling you orient around one one token and this is like this is the the way to, you know, outperform asset dispersion or is Mir just kind of lost the plot? I mean, I think his wallet's at 55 million right now. So, I don't know if I'm the right maybe maybe right now he seems right. So, I have a few thoughts on Morad. Um, number one, if I held a coin, there's no better bag worker in the game right now than Morad.

I mean, he's on TikTok. Everywhere I go, I see that slick back hair and he's like, "World War II is coming. This is why you need to buy memecoins." Like, that's the next video that's coming from him, I'm sure. Um, you know, AI is going to take your job. That's why you need to buy this meme coin that I specifically own 2% of. Um, I think you've got to take it with a grain of salt because one, the coins that he is the biggest proponent of, he owns a ton of it and his wallet is tracked. If he started to, he's like, "No one's going to sell."

It's like, "Buddy, if you sold a single coin, everyone would sell. Like, they are all tracking your wallet." And I guarantee a bunch of people are copy trading him to the point where if he sold any of his allocations there. So, so, so to summarize, I guess will he be right? Maybe. You will never make money if you don't sell. So, as much as the idea of like you want to be in the coin that they have the diehard holders, great because those are the people you need to exit into cuz you don't make any money until you cash out eventually. Like, you have to at some point cash out. So, there there's something to be said there. Um, you know, it is a cult.

I I get that. But like I think what people get confused is like it's going to go up forever. It isn't. Nothing has. Not even Bitcoin goes up forever. Like it has its bare market. So as long as you can be like, "Hey, I'm going to play this narrative. It's got a strong community." Sure. I'm on the complete opposite camp. I'm in the believe in nothing camp. Um I'm a profit maxi. So we're just dirically opposed there. But I mean right now when he's right he looks like a genius. And then when he's wrong he looks like, you know, an idiot. So, uh, as long as you're like, "Hey, I'm here for the ride, but I realistically know I have to sell at some point, you know, there's some value." And if you're going to ride his coattails, I mean, it's working good right now. Yeah. Yeah. Yeah. I mean, I

just think that like the story that he tells is particularly compelling for people. Uh, but it's like the like the call to action for buy the memecoin is, you know, I mean, that is what it is. But I I think that in the context of uh young people uh being screwed out by the older generation, AI, etc., like it's a very believable story. It's like the Roaring Kitty, right? Like it's like, hey, like this is sticking it to the man. But if you actually do the research, a lot of people lost money on GME. Like most people didn't make money because they never sold. like they believed forever and then you know eventually you know you get cooked. So as long as

you're willing to take profit at some point I think it is a and and I don't disagree with his message like the first half of his videos I'm locked in. I'm like yeah dude AI is coming like the the wealth inequality gap is growing. It's going to be harder to have social mobility and the solution is to buy this memecoin. That's where I'm like, "Okay, well, maybe maybe it's like I should get a skill that can't be replaced by AI or maybe I should, you know, find ways to diversify my income and make more money, but or sure, put it all in a memecoin."

All right. The other kind of main character now is uh is Gainy, who's been getting bombed in the shelters. I'm curious like what your relationship with with Gainy is and how would you characterize his approach to trading versus somebody like uh like like Anom. So I I've known Gainy for a long time. Uh I consider us friends. We've hung out in person several times and um he's so funny because like Gainy to me is like CT lore because he's been around for so long. Like there's been different periods of time where he was the main character. he had his like roll bit like evil gambling saga, you know, and now he's the hairy armed guy who was on streaming on Pump Fun and now he's that

same hairyard guy streaming on Pump Fun who happens to be living in a war zone. Um, so I just think it's obviously, God willing, he's okay and and and nothing happens to him. That would be terrible. Uh, but it is like it is kind of funny in the in the worst kind of way. And he gets it, too. He's playing into it. It's not like he's not aware. He's the one, you know, leaning into it as he should. I mean, it's he can't leave. So, I mean, he might as well lean into it and stream from the shelter, I guess. Um, but I don't even know how much Gainy trades anymore, to be honest with you. Like, Gainy came up around the same time as me couple cycles ago, heavy on the leverage trading. Um, but I don't think he trades very much anymore. I think he's much

more of a uh I know he does angel investing now um but I don't think he's like super actively trading whereas like Anom kind of had this meteoric rise like I've known Anom for a long time and we used to chat charts like a lot back in the day and uh he learned some stuff from me and he used to post these like really thoughtful um yeah I remember chart writeups being like here's my like monthly weekly, daily, 4hour breakdown of all these different charts and he still does that occasionally, but he became the memecoin guy, right? And I think it started kind of with whiff and he's become I mean met up with Kanye. I mean it's like they're

both like become kind of famous for different reasons and main characters for different reasons. But I mean I think Anom's a great guy. We're friends as well. Um, I think he gets a bad rep like for how much terrible stuff and scammy stuff goes on in the memecoin space with some of these like FNF groups like the Hayden Davises of the world, these guys who buy into a coin and are dumping on the sidewalls to think Anom is this like big bad evil guy because he just like would tweet out a coin that he liked and he probably invested in. I keep I I the hate on Anom went a little bit too hard, but it's been very funny to see them both kind of have their main

characters journeys this cycle. Yeah, man. Yeah, man. I mean, it's it's funny from from the lens of seeing the characters develop for like six, seven years versus if you just came into the space in the last like two, three, or even just in the last year or so, you you don't really have the same perspective, right? And it's just I don't know. It's it's it's funny. We've lost lore. I know, right? Like there's guys who like don't even post anymore. Like people don't even know who Angelo was. People think Kobe is like some washed up just like dude who [ __ ] posts. I'm like you don't even know, man. Like you don't even know what you're missing.

But there's also like I'm a big fan of some of the new guys. Like I love Thread Guy. I think Thread Guy is awesome for the space. And you know, as much as some people like to hate on like Frank the Gods and Thread Guy and Rasmer and all these guys, I'm like, "Dude, these are you got to remember I'm gonna be 35 soon." Like these are the new this is the new generation, man. We're old now. We're washed up, bro. Dude, I think the entire age of of crypto people is just obviously as time passes, but it's just progressively getting getting to be a bit a bit older. Like the entire industry, when I got into it, I was my mid to early 20s, right? And like that's who these guys speak to. And I kind of forget now. It's like, oh, I'm not that. Like, you know,

I don't know how old you are, but like the biggest thing for me was, you know, when you like watch a movie or you leave a review on something, it asks you to select your age group. I'm now in like the 34 to 40 plus group. Whereas before it's like, okay, you're between like 19 and 30 or whatever it was. I'm like, damn, I'm now in like the old man group. It's kind of sad. Yeah, I'm still in the Zoomer group, but you know. Oh, you're so lucky. It It's been a long run. Enjoy it while it lasts, bro. It ends so fast. Introducing Asset Runes, the future of decentralized finance. Stable coins natively on Bitcoin. Hedge against volatility.

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Unlock trillion dollars of capital via Fitbitcoin. All of this secured by Mantle's treasury of billions in stables and ETH capital pools. This entire ecosystem is coordinated by a vast network of seasoned VCs that are aiming to create the next generation of banking and financial technology. This is Mantle. I want to uh understand how you started breakout because from what from my perspective you were just kind of uh yeah said you Sherpa uh Panama some of those guys were crushing it on leverage trading back in the day and like I used to that's how I started. I just [ __ ] spun up a BitMX account. I was just like, "Dude, I'm going to I'm going to

rip it." It didn't work out. Um, but uh that that was kind of my perception. And then you you rolled out into Breakout, which now a prop firm, it has execution. You can bring traders in. May maybe just like what's the lore there? And then I'm curious some of the like some of the craziest stories that you've had from traders there. Oh my gosh. Yeah. So, um, Breakout we launched a little over two years ago. Um, this wasn't a new business model. So prop firms have existed in trad for a very long time. Uh but the model got brought online like six to seven years ago and there's a couple big prop firms like FTMO and Topstep where you could trade futures or

forex. Uh and the idea here is you're leveraging someone else's money. That's kind of the TLDDR. And I used to trade on FTMO back in the day because in Canada here at least, you couldn't open a brokerage account without 25K. Um, and I didn't have 25 grand at the time all these years ago to open that account. U, but with a prop firm, I could trade a $25,000 account for like a couple hundred bucks. And so I knew what prop firms were from back then. And then over the last like 3, four years, it's proliferated massively where all of these prop account, prop companies have opened up uh and people are there's a whole section of Twitter that is like prop Twitter. Like there's crypto Twitter, there's prop Twitter. And I

caught wind of it and I'm like, "Oh, damn." Like this is like very interesting. I remember trading a prop firm. I get it because it's leverage really. Like these guys like, "Hey, I managed 200 grand, but it's not my money, but if I make 10%, I made 20 grand." Uh, and I was like, I wonder if someone's doing this for crypto. That's really how it started. And I did some research and I just found that there was no real option out there for someone who wanted the advantages of prop, which is access to capital, um, but they wanted to, uh, have all of the upside of trading on a centralized exchange. So, some of these prop companies offered crypto, but it wasn't like real crypto.

So, like the spread on Bitcoin might be 200 bucks because it's an afterthought. Whereas I'm like, listen, if you're trading on buy bit or blowofin or whatever, like the spread is pennies. Like it's not $100. That's unsustainable. And they offered Bitcoin and Litecoin and XRP. It's like, okay, people want to trade Fartcoin. You know what I mean? They don't want to just trade the majors. So that's what we set out to do is I wanted to bring this kind of novel unique trading product uh where we're not a centralized exchange, we're not a DEX, we're a completely different product. Um but it's a very good tool for one if you're a good trader props fantastic because you're le it's leverage. You can get 100K account for

a,000 bucks. We offer 5x leverage on Bitcoin and ETH. So for a,000 bucks, if you pass your valuation, you can open a half million position and you paid $1,000 to get to that point. So the riskreward, the leverage is there. For a beginner trader, this is a really good tool where if you're not quite ready to put your paycheck on the exchange and get liquidated, but you're beyond paper trading. So you're like, "Okay, I want to have some skin in the game, but I'm not necessarily ready to put five grand on buy bit where you stand to potentially lose that entire five grand." With us, a five grand account is 60 bucks. So if you blow that account up, you've lost $60 instead of the entire in the entire paycheck, right? So

uh we we we went out, we built this uh and uh it's been cra meteoric rise. Like I don't even think we're that well known um on crypto Twitter even really yet. Like we've been doing our thing. Obviously having my brand behind it has brought up a lot of notoriety and kind of initial, you know, market awareness, but I still don't think crypto Twitter fully understands what prop is and how crazy it could be. I mean, we've had guys who have um you know, taken out 100k, like we've paid them out 100 grand, they paid $1,000 to get that account. That's like memecoin levels of ROI. Um, we've had people who have run up like we have a

guy who I think longed Bitcoin at 60K and just sat in that trade for three months and then closed it when Bitcoin hit 100K and took a huge payout. Um, so we have a lot of traders who are like absolutely crushing. And uh, it's fun to see like when we're we're we're crypto natives. It's me, it's Crypto Cred, it's Abe Trade. So like when Trumpcoin came out, we added it immediately. Um when you know Chill House was popular, you could trade Chill House. And then when Chill House died, you know, we took it off. But like we we wanted to keep our ear to the street, say, "Hey, not only can you trade with Prop Capital, but you can be trading the stuff that is on trend right now." Uh and it's been a lot of fun, man. It's been a completely

different journey running a business as opposed to just trading full-time. Y uh and you know, it's been a blast. We've we've grown like crazy. We're continuing to grow and I think we're going to see a lot more of uh people start to choose prop. It's just another option. It's not meant to replace hyperlquid or buy bit. It's a completely different tool way for you to get access to money. Yeah, man. I mean, it was very popular in in the forex days when I was in university. I had a couple buddies who did that and they did very well. And now that you bring it up, I I yeah, I mean, I have not heard of anything like this in crypto prior to, you know, seeing what you guys were doing. So, I think it's definitely a gap in the market. I also resonate with the fact that, you know, I

spend I spend maybe 5% of my time on the markets, right? I just have like my core positions and 95% when I'm working on the business. It's definitely a whole different headsp space. Um, it's like it's like it's like when you're when you're um when you're trading, you're like single. you're like, you know, you're you're just trying to, you know, flip things, have fun, do whatever, make make money. And then on the business, it's like you're in a relationship. It's like every day you're waking up and you're committing to this one thing, single asset, uh single uh kind of vision. And and I mean, perhaps that's not that's not the easiest analogy, but you know, I think you pick up also not that instant gratification, right, where it's like you make a trade, you make money. Like business things you're doing today might not pay off for like a year.

Um, so but it's a lot of fun and I I I recommend everyone in crypto like has multiple sources of income. Like especially once you're in this for a very long time, like first of all, most people are going to lose money trading. Like let's be honest. Um, you're better off. I would have way more money if I just held all the Bitcoin that I had. Dude, I see that the same thing. Like it's disgusting. I'm like, "Oh, let me try and outperform the greatest performing asset of all time. That seems like a really good idea." Um but uh like you got to diversify, right? And and running a business and being an entrepreneur is is one way to do that.

Like trading is a business. Uh I have Breakout as a business. My brand is a business. And um there's so many things that you can do in this space and it's so much fun. And that's why I tell people I'm like you, dude, you got to start posting. Like people always ask me, I'm like, dude, just start posting. Like you followed me back in the day. I had I was live streaming to three people. Now I'm live streaming to 3,000. like and it just started cuz I just started posting and by building that brand obviously I traded but I was able to do things like launch breakout which was successful because of my brand and so you got to be willing to get out there and create content and you know like say what you're going to say and ignore all the people making fun of your

I think normalsized neck and uh you know just post your stuff. Oh man, a couple more things for you on the market side of things and some of your um preferred platforms and such. Uh one on the on the market side, obviously uh Hyperliquid and Fardcoin have been the leaders in in terms of uh per you know just asset appreciation over the last six eight months. Um do you think Hype or Fardcoin has more room to run from now until the end of the year? That's a good question. Um, I'm gonna say Fartcoin. Um, simply because can't take it seriously, dude. I know, dude. I So, like we have uh Fartcoin has been the top traded asset

at breakout for the last three months. It's like one of the top five. It's like Bitcoin, Ethereum, Salana, then it's like hype, fartcoin are usually like four and five. like and so like in our investor updates, we have to put in that Fartcoin is like a like highly it's it's just the most hilarious thing. This is a real industry, but it's it's unbelievable. So, I I think Fartcoin for a few reasons. One, I don't think we've had a Bitcoin dominance pullback yet, like an actual correction there that could lead to an alt season. And two, I think a large part of the hype trade is is like hype's at what, 40 billion. Um, let's assume that the I think Binance

maybe, let's call B&B 500 billion or whatever. That's kind of accurately priced. I'm not saying hype can't go up more, but Hype right now makes up for about 10% of Per's OI relative to like Binance. Um, so I think that, you know, 40 to50 billion dollar valuation for hype makes a lot of sense. Um, can it go higher? Of course. Long-term, hype is here to stay. Hype is a business. The buyback mechanic is genius. It's you're betting on the exchange making money and printing. The same way if you own BNB, you're betting on CZ and Binance being successful. And if you look at BNB, like it's had bare markets, but it's outperformed Bitcoin and most altcoins.

I think Hype fits really well as a proxy to that. But I think Fartcoin, just because it has so much goddamn mind share, could have one of those crazy runs where it goes from like whatever it's at now, a buck. Alt season happens, it goes to 10, and then it's gone forever. It's a fart in the wind. So no I I mean I think uh with with bull runs and with fundamentals comes uh um ceilings and in bare in bare markets you get floors for those assets but if there is no fundamentals there's theoretically not a ceiling which I think is silly to actually say but that's in practice how this has has consistently played out with every sort of bull run. Yeah.

People want alt season. The thing about alt season it happens at the end. Yeah. Exactly. Everyone's like I want it. I want it. It's like if you want it, like this is the harbinger of doom. Like this is right before everything implodes. We get like a silly alt season where things go nuts for like 6 weeks. And I'm just not quite ready. I'm I'm I'm hoping the four-year cycle sticks and that we've got until, you know, December, November, December of this year. That's kind of what I'm hoping. So, got you. All right. Last couple questions for you, buddy. Um, other than yourself, who are the most locked in traders on the timeline right now, is there anybody that you're really getting alpha from or that you're enjoying their charts and have a good hit rate? Yeah.

Yeah, there's a few. So, I always love LMA. LMA's one of my boys. I think he's one of the best. Uh, I think Cold Blood Schiller is also an absolute killer. Zoran, after, you know, having his blow up not that long ago, Zoran is when Zoran's dialed, he's dialed. Um, so I love watching Zoran's charts. Uh Trader Mercury I think is another one who's really good high time frame kind of guy. Um but he just posted that he's only 25 and now I like him less. I was like dude I thought you were older. Thought you were so wise and old. All these young guns. Um obviously I like Dr. Axe Axious Capital. I think he's one of not as many trading takes but I think he's one of my favorite pages uh uh to watch. And uh listen the OG bro Donald. Love him or

hate him. The German prick self-proclaimed I don't call him that. He calls himself a crit. Uh, but Donald is one of the best traders on the platform. And Credible Crypto, another fantastic trader. So, which one of those has the best looking charts and who has the worst looking charts? Oh gosh, that's easy. Credible Crypto has the worst because he uses Elliot wave and I'm just a hater even though I know it works. Um, and uh I think Don Alt's charts are clean, man. just like couple lines, couple boxes, you know, and uh yeah, he he he's an OG. Clean charts. I like how he like how he operates, man. I appreciate your time, man, and for coming out. Um, of course, I hope you

have a good rest of your day. We got FOMC tomorrow. Um, any thoughts on on on uh kind of positioning for that? I think I think I think positioning into it is always a little bit dicey. Um, but no news is good news. Like I don't think we're expecting rate cuts. So as long as there's not something that's like super super bearish in the way that you know Pal is speaking, I think that's probably for the best. Um but like again I I just like to me this is as low probability conditions as you can get is FOMC tomorrow and at any point Israel and Iran could, you know, bomb each other out of existence. Yeah. Uh sometimes it's better out just zooming out and be

like, "Okay, the high time frame chart still looks really good. Let's not get chopped up in this kind of low time frame." Uh I think is gun to my head. If you get a sweep under 100K on Bitcoin, I think that might be a buy. Beauty. All right, man. See you soon, man. Appreciate you coming on. Appreciate it, man. Have a good one. Basy.