We recorded this latest Edge Podcast with Andy and Robbie, the CoFounders and Hosts of The Rollup, the day after the 2026 midterm elections in the U.S. Markets swung after we recorded, so read it as two investors’ views from November 4th, not a forecast.
Despite the swings in the market, I believe most of our views hold up over the long term.
First, Robbie’s “hated rally” thesis: A hated rally is one most investors don’t trust. His case is that prices can climb while sentiment toward crypto stays hostile. Meanwhile, Andy argues the disbelief phase of this market cycle is ending.
Viral Wall Street Cheat Sheet for Market Cycles
Despite a $6 billion hack, the market seemed to shrug off the magnitude of the Binance hack, rallying days later but ultimately selling off to where we started from just a day ago. Keep in mind this is the largest crypto theft on record, and we discuss exactly why we think the markets absorbed it.
Among other topics pertinent to managing our portfolios, we discuss the importance of two different buckets for digital assets: store of value tokens and onchain businesses. This cycle, it seems fundamentals matter so we’re all intent to make higher conviction bets on good teams, good protocols, and good tokens, noting that category leaders tend to compound their dominance and grow larger. A few examples of category kings we discuss are BTC, ETH, and ZEC as SoV tokens, as well as winners like Hyperliquid in onchain perps or Derive in onchain options.
Listen to the latest Edge Podcast below!
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🔗 Guest Links 🔗
► The Rollup website: therollup.co
► The Rollup on X: x.com/therollupco
► Andy on X: x.com/andyyy
► Robbie on X: x.com/robbieklages
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DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. Andy and Robbie are long BTC, HYPE, ZEC, NEAR, and other tokens mentioned. DeFi Dad and Nomatic are long BTC, ETH, HYPE, DRV, and other tokens mentioned.
