Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Timeline00:00 Ansem Main Video00:37 Show Welcome02:47 Guest Intro + ETH Denver Recovery03:39 Ansem's Favorite Travel Destination04:33 On meeting anons in person05:26 Growing up always online08:05 Twitter Bubbles09:11 On becoming a trader10:08 Acclimatizing to crypto cycles10:54 Ansem's current framework for market cycles13:51 Balaji 90 days thesis16:13 Gold Bull Run19:38 BTC Equity correlation21:04 ETH/BTC22:56 Alt L1 Thesis25:21 Arbitrum L3s and appchains25:55 Crypto 2025 Thesis for Mobile28:42 Web 3 on Mobile30:18 Nation States buying digital assets32:10 Does Bitcoin have to lead the next cycle?33:28 Banking system and Inflation36:51 Dot Plots39:02 Investing and Researching philosophy41:02 MEV43:42 How Ansem orients himself daily46:36 What does Ansem use for alerts47:25 Mixing Macro and Crypto50:19 China and Digital yuan:)53:51 Ansem's stablecoin thesis56:29 Stablecoin policy58:03 Frax Chat01:01:27 How is the crypto class of 2021 different from 201701:06:47 Unpopular Theses01:08:51 Midnight Society Dr Disrespect01:10:23 Unity Engine is growing gaming01:11:24 ARB Airdrop & Growth01:16:20 What were Ansem's tips for new traders01:22:38 How to approach and measure risk?01:25:50 Life Risk01:29:35 Favorite Conference Memory01:30:46 Lightning Round01:36:36 Disclaimer