Market Bubble ep.24: my full conversation bearish market, Pumpfun, papertrade, tokenized equities, portfolio strategy and the future of crypto social 0:00 - Coinbase trading comp and bearish outlook 6:56 - Paper Trade supply and Pumpfun 16:10 - CT culture, tokenization and Zcash 25:52 - Onchain finance and the 70/30 strategy 32:17 - Equity valuations and crypto social