The Biggest Crypto Investors Are ALL Buying These 5 Narratives!

Ran Neuner (0:00)

This is the first real bull market that we've had.

Arthur Hayes (0:03)

As a macro level, you want to be long crypto, you want to be long gold, as things that go up when you print a bunch of money.

Ran Neuner (0:07)

I don't think you guys are bullish enough.

SPEAKER_3 (0:09)

Bitcoin is above its 200-day moving average. Also on August 19th, Ethereum had a golden cross.

Ran Neuner (0:16)

I don't think anybody's bullish enough.

Murad Mahmudov (0:18)

I think we're going to see a new point of a trillion eventually.

Ran Neuner (0:21)

And it's the first time in crypto that we've had product market fits, real use cases, real customers, real revenue.

An AR agent cross. We should probably give a round of applause to Johann and his team for bringing on the bull market because before Robinhood Chain launched, it was pretty dead. And since they launched, you can know what's happened to the Bitcoin price. Thank you.

Johann Kerbratt (0:43)

It's been a fun market to be back. And it's exciting to see the price of Bitcoin coming back up.

Ran Neuner (0:54)

All right, we're back in Asia and back at Token 2049 This time, at the beginning of the bull market. Let's go inside and find out what people are thinking. What do you think? Bull market?

When I look around at Token 2049 in Singapore, I'd say it is.

Thousands of attendees, this time five floors of activations, content, talks, stands, sponsors, and of course, Alpha. And probably for me, the most exciting announcement of the conference is that they're now moving to New York in June 2027 But maybe with a version that will appeal more to the Trad Fine Suits card. And who better to usher it in than Eric Trump?

Eric Trump (1:27)

To bring this to New York, to bring this to the, kind of the, you know, the most capitalistic city anywhere in the world, to bring it to a building that we know very well, you know, kind of brings all of these roots together. We can't wait to have you all there.

Ran Neuner (1:39)

Here in Asia, we came to look for Alpha. We came to look for the narratives driving the new bull market. I was on stage six times. Six times with a broken collarbone and two broken ribs. But I had to spread my bull thesis. So, I promised you guys the most bullish talk of Token 2049 I interviewed some of the biggest names in blockchain. And believe it or not, I even found myself in the middle of a meme coin panel with Anson Murad and Paul the founder of FOMO. So, I want to say that this is my fifth appearance on stage today.

And it's the one that I've been the most excited and the most nervous for. I believe that in this cycle, this chart is going to go all the way up there. Here we are, another bull market.

And we're talking about meme coins again. Meme coin tokens paired with stocks was an innovation. In fact, two asset classes paired together with one token was actually an innovation. If there's one thing that you should be holding in a world where every single country is devaluing their currency and the yields are going to hell, you must have Bitcoin or gold in your portfolios. Even with a broken collarbone, two broken ribs and strict instructions from the doctor to stay home, no one covers this industry like Crypto Banter. Excuse my arm, I broke my collarbone trading meme coins on Robinhood. It's a meme coin trading accident.

Johann Kerbratt (2:57)

I hope you're doing okay.

Ran Neuner (2:58)

I'm doing okay. My shoulder is okay.

SPEAKER_9 (3:00)

I don't know where it is. I think we can go home.

Ran Neuner (3:05)

Looking back, it's been 10 years since I started doing this at CNBC, and this is my 10th Token 2049 Conference, so I wasn't going to miss it.

We're here in Asia looking for the five narratives driving this bull market. First, I was on stage with Robinhood asking Johann about moving real world assets on chain. Then it was Arthur Hayes talking about AI agents and what they're going to eat. I really think that your launch was one of the most significant and one of the most successful things to happen in the crypto market.

Johann Kerbratt (3:39)

Seventy percent of our volume is happening on weekends or afterhours when the market… Seventy-two, yeah. I think it's the first time that anyone in the world, you know, you can take any place. As long as they have a phone and an internet connection, they can create a wallet and they can get exposure to the greatest economy in the world.