Cash Is a Position: Crypto Crush on Circle Under $90 | Ep 496
Good now revolutionaries—Will kicks off solo with Alex Popovich, then Evan catches the back half, and Crypto Crush's Danielle joins from the UK to talk about what you actually do with your money when the DeFi world feels like it's on fire.
Danielle opens with her thesis — Circle anywhere below $90 is a buy, she's eyeing $70 or below, and "cash is also a position." From there the conversation gets into the real DeFi playbook: she uses Morpho to borrow against Bitcoin (cbBTC), Kamino to borrow against Solana, and insures her positions through Nexus Mutual. Evan defends Aave after the Kelp…
The skinny
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