As Crypto Wobbles, Is It Time to Rotate? (ASTER, HYPE, XPL) | Rekt Vision

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 26 September 2025

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Zeneca, founder of ZenAcademy and author of the Letters from a Zeneca newsletter. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the crypto's underperformance, Aster's battle with Hyperliquid, CZ's bets, the launch of Plasma mainnet and XPL, Naver's acquisition of South Korea exchange Upbit, Polymarket and Kalshi's future as the predictions platform feature on "South Park," and much more. Recorded in the early morning ET on September 26, 2025. 🔥 *Limited time offer: Get 50% OFF on Real Vision Connect* https://rvtv.io/3UenXVY 🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. 👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: discord.com/invite/kYQY2Nd45Y Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	For those of us who live in brief crypto, Bitwise is the name you want to know.
0:04.0	They've been in the game since 2017 and now manage over 10 billion in crypto assets across 30 different solutions.
0:10.0	Index funds, Bitcoin and Crypto, equity ETFs, on-chain solutions.
0:13.8	You name it, Bitwise does it.
0:15.8	But here's what I really recommend checking out.
0:18.3	Their weekly CIO memo, every week CIO Matt Hogan breaks down
0:22.4	what's happening in crypto. Like why Bitcoin's up or down? What the big institutions are doing?
0:27.2	And the story is flying under the radar. It's sharp. It's free. And honestly, it's one of the best
0:31.9	reason, crypto. Find it at bitwiseinvestments.com forward slash CIO memo. Again, bitwiseinvestments.com forward slash
0:40.7	CIO memo. Hey everyone. As you know, on this podcast, I bring the best guests in the world at that
0:47.2	nexus of understanding of macro crypto and the exponential age of technology. If you're enjoying the show,
0:53.3	a quick five-star rating goes a long way.
0:55.9	It helps us grow and keep these conversations coming with the best guests in the world.
1:00.9	Thanks a lot. Well, hello again. We're back for another episode of Wrecked Vision. Today we have a new co-host,
1:32.2	Zanika, who we've been trying to get on the show for a while, but time zones didn't quite add up.
1:36.5	Luckily, this week, I am in Korea. I'm in Asia. So we've managed to get Zeneca on.
1:43.1	Most of you know him kind of from the NFT OG days has a very, very popular newsletter,
1:50.0	ex-professional poker player, am I right?
1:52.9	That's correct.
1:54.0	Gone into crypto, got early into a tiny different things, and one of the key thought
1:57.9	leaders, I think, in the space.
1:59.0	We wanted to have him on.
	...

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