Hello everyone, happy Friday and welcome back to Recht Vision. Mando is away this Friday so we have

Sergio Silver co-founder of Popset and also another former Barclays colleague of mine.

Sergio, welcome back to the show, how you doing?

Good, thank you so much for having me again.

Always happy to come on and chat markets with with you guys yeah for those

who you listening you don't know surgery and I worked at Barclays capital in NYC in the

same building probably even the same floor maybe I don't know but we never knew each

until we actually met each other in crypto which it was just kind of weird but we were in the same

building basically for about three years before we both

realized we were we found crypto way more interesting than Travify.

Yeah, it was it was different floors for sharp but that's one in the same building.

But yeah, excited.

Right, so today the show is titled October or Rectober.

If you guys are listening on YouTube or X, feel free to comment in, you know, in the various

chats and to let us know if you think it's going to be an uptober or rectober, kind of neither

here nor there right now. What do you make of the start of this month so

far? Sergio is it in line with your expectations? Are you in the October camp or the or the Reptober camp or just in the disengage camp, which many people are in to be fair?

Yeah, definitely not disengage. I mean, I think it's hard to discount or I just expect something like the escalation that we saw in the Middle East right I mean

obviously that situation has been bubbling up it's just a terrible thing for humanity overall

but any kind of just war or escalation like that is going to

spook markets and you can't really put that into you know crypto charts or

expectation of monetary policy in the like.

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