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2026 Crypto Mega Preview: Opportunity Among the Fear
Recorded: Feb. 5, 2026 Duration: 0:26:09Space Recording
Short Summary
In a recent crypto discussion, industry leaders emphasized the importance of partnerships, market psychology, and the need for investor education amidst current market volatility. Key insights included strategies for navigating downturns and the significance of understanding asset correlations, reflecting ongoing trends in the crypto space.
Full Transcription
Thank you. Music Music Music
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Will I give everybody a wave.
Hi Jason, how are you? Glad you've got on. I'm on Greg, I'm ready to go.
Excellent, excellent. Well welcome everybody to this special spaces. We're just going to give
everyone a couple of minutes to pile into this room. Stop looking at the charts, they're too
red, but we're going to give you a
little bit of a little bit of hopium today. So thank you for joining us. I know we've got
Michael Pizzino here who I'm going to bring you up, Michael, to speak. Same with you, Dave,
ASX trader, trying to bring you up, mate. So if you see a notification that says invited to speak,
just accept that for us. Good to see you're up. Zeneca's on. Okay, Zeneca,
we're going to invite you to speak. Greeny, I can see you in the audience. And this is the
voice of Greg Oakford, Head of Partnerships at SwiftX. You're going to be hearing quite a bit
from Jason Tippmann, our CEO today, amongst an all-star cast of our partners here at SwiftX and just crypto Twitter influencers and thought
leaders in general. So really excited. We've got two parts of the show today. Obviously,
it's a pretty grim day in markets and I think fear and greed index maybe have just ticked down to 10.
So I think there's only been a few times in history that we've hit that number,
but we're going to chop it up with all of our speakers today. Dave I can see you have
been added as a speaker as well so just as why we wait for everyone to join the
space I know we got a really good turnout in terms of our set reminders.
Greeny I can see a sad face and I bring you up right now just because you sad
faced me. Come on up Greeny come on up. We do have two segments
today. We've got plenty of speakers. We're going to be joined later too by Ben Simpson as well
and I believe we're going to have a couple of other special guests pop by. So just as we wait
for everyone to come in, once again my name is Greg Oakford, Head of Partnerships here at SwiftX.
Used to run these spaces quite a bit back in the day in 21,
22 and 23, but probably haven't run one for about a year. So we'll test out how good I'm going to go
today. But Jason, thank you so much for joining us from our Brisbane office. I'm sitting here in
Melbourne. Is this your first spaces, Jason? I think it's Michael Pizzino's first, but is this
your one? Your first? It's my first, Greg.
So let's bring it on.
Looking forward to the chat.
Excellent, excellent.
All right, we're just going to give everyone one more minute,
but I am going to do something a little bit different.
We are going to go around the horn to our current speakers,
and we've got a very important prediction.
And it's not what Bitcoin is going to be at the end of this 90-minute space.
It is going to be who is going to win the 2026 Super Bowl on Monday Australian time.
Is it going to be the New England Patriots or the Seattle Seahawks?
Jason, I'm going to start with you.
I'm going for Seattle Seahawks because I love the city of Seattle.
Excellent. Good answer. Zen?
I'll go Patriots, just I've always liked them a bit better.
Okay, we've got one and one.
Dave, over to you.
Patriots have had enough.
I reckon Seattle Seahawks now.
Okay, we've got two Seahawks, one Pats.
What about you, Michael?
Any interest in the Super Bowl?
Just put yourself off mute there, Michael, if you can hear me.
Yeah, there it is.
Yeah, no, I can't say I'm a big follow-up,
but just to even it up, I'll go for the Patriots.
Perfect.
Two and two.
Greeny, it's your deciding vote.
Greg, I've actually got no idea, mate.
I'm so sorry.
All right.
I have no idea about it.
This is just disappointing, Greeny.
Okay, well, I'm going with the Patriots,
so we've got three Patriots and two Seahawks.
But that will do enough with our Sports Predictions show,
our Pat McAfee, poor man's version of the show.
We are going to go with a crypto mega preview today for 2026,
opportunity amongst the fear.
I'm sure we're going to have a wide-ranging views and takes.
We've got some questions coming.
We also have a few prizes for everyone in the audience.
So Zeneca, who's one of our partners and ambassadors here at SwiftX, has a premium newsletter.
We're going to give two away of those.
So two 12-month subscriptions to that newsletter, letters from a Zeneca today.
The way you're going to get that is James Lever,
one of my colleagues, he is gonna pick someone
from the audience today.
So make sure you stay on, this is gonna be a random selection
and you will win 12 months worth of that newsletter.
And then the next one we're gonna have is anyone
that puts in their best question below.
So we may have time to open it up to the audience
to bring you up on stage later on.
But for now, if you want to put your questions in this thread, just tap the bottom right hand side of the comments,
put in your question there, and we'll select the best question to win the second Zeneca newsletter.
So with all that, guys, I am going to just quickly introduce you all,
and I'm sure you'll get an opportunity to tell us a little bit about your own crypto journey. I'm sure many in the audience already know lots of the faces that are up here on stage, but we do have David Bird, aka ASX Trader from Mastering
the Markets. And from your tweet yesterday, David, it looks like I'm going to be paying a lot more on
my mortgage. I saw that, so we'll have to hit you up about that a little bit later.
We obviously have Jason, our CEO from SwiftX,
who we're going to hear quite a bit from today.
We have Zeneca, aka Roy.
We have Greeny here and Michael Bazzino.
So Michael Bazzino and Jason's both spaces.
So looking forward to having a good debut from both of those gentlemen.
I do need to read a little bit of a disclaimer before we start.
So if Ty's listening, here you go, Ty. But welcome, everyone. Obviously, before we begin,
please remember that the content of this Spaces show today is for informational and educational
purposes only. It does not constitute financial advice or a recommendation to buy or sell any
assets. The hosts and guests
may hold positions in the projects discussed. Please consult with a licensed professional before
investing. So with that, guys, we're going to open up with a question for you all. We'll start with
you, Jason. When markets feel this uncomfortable, and they definitely do. What's historically been rewarded? You know,
is it patience? Is it being aggressive in this moment or just sort of sitting on your hands?
What would your take be there? Listen, Greg, great question. I think part of the answer to that is
depending on what type of investor you are, you know, whether you are a day trader or you're a
longer term. I think people make the mistake of investing a lot of times
by looking at what someone else does
and tries to kind of emulate them at certain points in time.
I think that's a big mistake.
I think you've got to know yourself and stay true to yourself.
I'm not saying you don't pivot and change over the years,
but I think you've got to know yourself.
For me, I've certainly made the most money
in volatile times, and that's buying when others are fearful. So, you know, I'll have my macro
economic kind of outlook and view, and I'll then on particular asset classes or particular assets
within the asset class. And I think, you know, if we talk about what we're all here today about,
particularly the crypto markets, you know, it is a very opportunistic market for that sort of stuff.
So yeah, for me, it's knowing what sort of investor I am and continuing to stay true to that.
And it's definitely buying when others are fearful for particular coins, tokens,
that I have felt have a good case
because I'm a long-term investor.
And I've applied that, obviously, through my family office
for the past 15 years when I've invested in other asset classes as well.
Okay, I'm going to throw over to you next, Zeneca.
Yeah, I agree with all of that i think that um having a like a plan that is suited to
your own personality and temperament is super duper important and um like basically understanding
your own limitations to me i think the vast majority of people should uh basically take a
adjacent like approach which is zoom out think of think of the long term, work a job and
set aside some percentage of your income and buy Bitcoin, some crypto assets alongside a diversified
portfolio and not stress too much about the day-to-day fluctuations. And part of that means
that you'll capture the downsides. And as things get more fearful as markets crash, you can maybe
start to increase those purchases a little bit. But less is more is my sort of mentality when it
comes to this kind of stuff. And for most people, if you want to be into the day trading side of
things, then it gets a lot more volatile and risky. And you can make good money in any market but my
general advice is yeah what I just said. Okay we're gonna throw over to you Michael.
Yeah sure, some obviously great advice there with how to approach the markets.
Usually times of fear is when there is the most opportunity but also yeah just
really knowing yourself and what type of trader and investor you are,
because as we've seen now over the last four months, when the market starts to fall and
the fear is rising, it can just obviously keep falling.
So I always like to look out for some kind of turning of the tide, so to speak, when
you actually start to see the price action bottom out and start to reverse and you get
some, you're getting early signs of confirmation that the buyers might be picking up a little
bit of momentum and the trends might actually be changing.
So again, that just really comes down to different investor types, different personality types
and how to approach what is actually going on in the market.
Absolutely.
Thank you for that, Michael.
And we're definitely going to swing back to you,
as we will with all of our speakers, to ask you how you're sort of personally positioning in this time,
both from an overall portfolio perspective
and then your crypto portfolios.
So, Dave, I'm going to throw over to you, aka ASX Trader.
Stop telling my mortgage to go up, please,
but give us your take.
Yeah, yeah.
I'm always a big believer in that your
conviction has to match your account sizing all right so you've got to think what's your time
horizon are you short term you're looking to make money over weeks months years is this money you
can afford to lose do you need it right now so once you clear on that everything else kind of
falls in place so it's only when you start going outside of those parameters when you start getting nervous because then it's not,
you don't have the correct accounts
to match your convictions.
Greeny, thank you for that, Dave.
Greeny, I think you said a few buys the other day
and they, I'm assuming, are consistently hitting right now.
Yeah, yeah, definitely.
Like I echo what all the other lads have said as well.
And pretty much like, I don't know, I day trade for sure.
So volatility is definitely good compared to a chop period.
But for me, yeah, I definitely agree.
Like splitting your portfolio holistically
across different risk allocations
is the way that I've found success
over my last nine years in crypto.
So for me,
it's starting to get to a decent risk to reward where I've been keen to purchase a bit of Bitcoin
for the long term. Absolutely. Jason, I'm going to throw back over to you. You've obviously had
quite a storied investing career before you even knew what crypto was. Do you want to give us sort
of your insights on just how you would sort of
deal with these uncertain times and maybe even some analogies of what you've seen in previous
sort of crashes in equity markets over the years? Yeah, for sure. Greg, happy to kind of take
everyone through that. I'm probably, yeah, been investing longer than many people here.
Certainly been into kind of the crypto markets
for four to five years in terms of investing.
So I've even seen a fair share of volatility there.
But look, you know, investing, I think we touched on it before,
it's a lot about psychology.
You know, it's the psychology of yourself
and it's the psychology of those who participate in the market.
So I think we have to understand that. That drives a lot of behaviour. For me, you've got to know when to hold them and
when to fold them is kind of, you know, and that law of escalating commitment. So, you know, and I
say that particularly if you're in a leveraged position and those sorts of things. Most people don't have that intestinal fortitude and it
doesn't actually just apply to investing, you know, but for me it's this concept of winners
oftentimes do what losers don't. You know, don't get me wrong, a falling market fucks with
everybody's brain and mine too, but stepping back, so for me it's stepping back. You know, I can remember,
well, there's been several crashes that I've seen, the 87 crash, that's going a long way back.
But certainly, you know, 2008, 2009 also was a time, I can remember working out in the gym and
that was when equities were just absolutely crashing there. The dot-com crash as well.
So, you know, there's been a few, everything ends.
I think it's like tough things in life as well.
Everything passes.
So at the time, it seems like an absolute major catastrophe.
And it truly can be pretty catastrophic for a lot of people.
But the reality of it is this time passes too.
So I'm back to what I
started off with. The psychology is super important. You've got to stay strong with
an intestinal fortitude and know where you're going. It is very, very, well, I don't sell
when the market's going down. I manage my risk. I manage any leveraged positions,
and that's the sort of investor I am.
But yeah, I had never sold when it's gone down.
I've always bought more.
I might not have bought more of what I've held,
I might have bought more of something else
that I'm looking to buy into.
And the concept of dollar cost averaging is something that I think is also,
you know, what I like to do. But certainly, yeah, that's what I do. Stay strong,
take a step back. Probably for a period, you know, you do stop, oftentimes you'll stop buying and
kind of find it, try to find out where it levels out. But history shows and every charting person shows
that none of us, even the best investors in the world,
it's only luck if they pick the absolute bottom
and it's only luck if they pick the absolute top.
So to try and do that is a fallacy.
You might get it in one downturn,
but don't think you're gonna be able to pick it to the next.
So it's certainly, make sure you're taking some profits along the way. But it's about buying, it doesn't matter whether
you're buying real estate, equities, buying into companies from venture investing, or buying into
crypto, the money is always made in the buying, it's buying it at the right time. Love it. Well,
you fit right into our spaces, Jason,
with all the other DGENs by dropping an F word within your first 10 minutes. So we appreciate
that. I'm sorry about that. No, we love it. We're actually encouraging it here, as you'll see,
Greeny giving you the nod of approval there. But if you are buying today, Jason, you'll obviously
be doing that on SwiftX, which is fantastic. Just to reset the room, if you're just joining us now,
I know a few people have just got on.
I think we've had about 20 or 30 in the last two or three minutes.
My name is Greg Oakford coming from the SwiftX account.
We've got a bunch of speakers up here.
We're going to be going for about 90 minutes or so today with two segments.
We've got plenty of questions for our speakers
and we've got a couple of giveaways of Zeneca's newsletter. So if you want to chuck any question in the comments,
we're going to select two people for a prize for Zeneca's 12-month subscription of his paid
newsletter. One will be for the best question and one will be for just listening. So stay on the line
throughout this particular spaces. All right, guys, I'm
going to start with you, Michael Pizzino, on this one, but we're going to go around the horn here.
You've all lived through multiple crypto winters. What felt obvious in hindsight,
but was hard to deal with at the time in your previous experiences? So I'll just say that one
more time. You've all lived through multiple crypto winters. What felt obvious in hindsight, but was hard to deal with at the time?
And I'm sure many people are probably dealing with that on a day like today. So I'll start with
you, Michael, please. Yeah, that's a great question. And not one that I've spent much time really,
I guess, thought through.
So what felt obvious in hindsight?
What felt obvious in hindsight?
If you look back at, say, some other cycles you went through.
Yeah, I mean, that is a bit of a tough one. In the last downturn, we were watching quite closely
for an approximate one-year reversal in price and time.
So when we actually hit that one year mark,
at least for crypto market,
it bottomed out and started to move on cue.
Now you don't always get it that good,
but we had a bit of foresight there
and we're looking ahead for the market
to bottom out and reverse.
I mean, maybe something more so,
I don't want to be changing the question, but more so for the peak.
Recently, we saw a lot of retail hype, which was a lot more evident in the stock space when we're looking at crypto-related companies popping out around mid-year.
And that's something we were loosely watching, but in hindsight, it was a lot more clear that's where the retail mania came in,
which set the market to the peak.
But, I mean, I guess that's a kind of different question to what you're asking.
So, yeah, that's a tricky one because the last crypto winter,
I think, kind of played out as it typically did.
Typically, it always has done with that one-year reversal,
so there wasn't too much surprising in that case there.
So probably not the best person to ask that question for.
No, absolutely.
Appreciate your insight.
We'll swing back to you in a second.
I'm gonna ask you ASX Trader the same thing.
What felt obvious in hindsight,
but was hard to deal with at the time?
And given you've had some pretty spot on calls,
maybe you would like to go back to your first
or second cycle.
Yeah, yeah.
Well, actually, at the time, back in the 2017 cycle, that's when I was a trader, but it
was only had a couple of years under my belt.
So I guess the hardest thing was I started to see the market turn and I thought this
is looking a bit shaky here.
But then because I was kind of, you know, a bit newish to the game, I then went on YouTube
and then I started listening to the YouTube videos.
Like, oh, singing me a few tubes and it's only just started.
So that I was like, well, they'll probably know more than I do.
So I didn't follow my own plan and my own data
and listen to others.
And that's why I learned the hard way not to follow the mass crowd.
And that really helped me during the Trump trade back in, you know, December 2024, when I started seeing all those exact same things, seeing the euphoria, seeing the weakening signals on the chart and actually being able to sell.
Being able to sell, and the hardest part about selling
and the strength is prior to that, you've had six weeks
of green, green, green, green, green, green, green.
And it's so hard to sell because that's you telling yourself
that it's over.
And nobody wants to say that it's over when you've had
these exceptional gains day in and day out.
So that is always the hardest part.
It's obvious at the time, in hindsight, looking back,
oh, of course, why didn't I sell?
But to actually do it is a totally different game.
Okay, I'm gonna throw over to you, Zen.
Same question, what felt obvious in hindsight,
but was hard to deal with at the time?
Whether you wanna draw upon this particular cycle
or a previous cycle?
Yeah, for me, the thing that comes to mind
is going back to sort of 2021, 2022,
when NFTs were a big deal
and were raging through a big bull market.
And I looked at my portfolio
and I was thinking about, I should be diversified.
I should make sure that I'm trying to be sensible.
And this will show you how naive I was at the time.
I said to myself, well, I've got NFTs that are art NFTs and gaming NFTs and from other projects.
And even outside of NFTs, I have crypto tokens that are in DeFi and I have multiple layer one blockchains.
And I've got a pretty diversified portfolio without fully grasping and realizing that well, everything within crypto is kind of pretty heavily correlated
to Bitcoin.
And so if Bitcoin crashes and sees a significant correction, everything in that portfolio is
going down.
And the diversification is almost like a myth that you make up in your head.
And obviously, in hindsight, that seems incredibly obvious to me now, but I think can potentially
be a trap that catches some people
in the space. Okay, Greeny, last to round out this question. What felt,
well, I've lost my question. What felt obvious in hindsight, but was hard to deal with at the time?
Yeah, look, yeah, the boys have said a lot with what rhymes with kind of how I preach it, really,
but I suppose I'll take the approach of what I look for right this being my third bear cycle right now in crypto specifically
like when people are really calling for lower I think that's a great sign that it's probably
close to the bottom when there's a lot of fear out there when people start to play the blame game
I think that's great as well but for me it's all about trying to ignore all the noise and really articulating that analysis down to just simple things.
Like how long have we been in a bearish trend for?
So time.
How far has price actually realistically come down
from its previous all-time high or a swing high or whatever it is, right?
And how much sentiment is fearful at that period of time?
So those three really come into my head.
And you can do that, obviously, on the flip side when you take profit as well. And that's why I've been stabled up for
a long time. I noticed the exhaustion last year. Whereas more recently, it's finally getting to
those sort of periods of time where you notice fear, you notice time is again on our side and
risk starts to become an advantage at these sorts of periods of time in the market.
Absolutely. And I'm going to come back to an OSF tweet to
yourself and Zeneca in the second part of the show, Greeny, around that 2023 period,
that bear period. So we will come back to that. I'm going to actually bring a question up and
then I'm going to come back to you, Jason, actually on some SMSF stuff. But I want to get
everyone's take here and I might even throw this one to start with to you, Jason, but we had from Bitwise and apologies if I'm butchering his name, it's either Matt Hogan or
Haugen. I don't know which one it is. If anyone wants to correct me, that's more than fine. But
Matt basically had a thesis this week and Dave ASX Trader just touched upon December 2024. I'm
sure most of the people up on stage were all too familiar with the Trump coin
and Melania coin. This time, around this time last year, even a little bit earlier into sort of like
mid-January, Matt Haugen, let's roll with that, has a thesis that we have basically been in a bear
market since that time, whereas a lot of people are talking about the 1010 major liquidation.
I want to get everyone's take because I'm sure there's plenty of people in the audience
that are sitting there going, I feel pretty terrible.
The charts are down.
But do we have, you know, six months of pain to go?
Do we have 12?
Or are we potentially coming out of this?
So I think there's going to be varying views here.
But I'm going to throw it back to you, Jason, and get your take.
What do you think sort of had the most impact?
Was it the events of January 2025 or maybe the 1010 liquidations that we saw more recently?
Well, Greg, for a minute there, I thought you were going to ask me the challenging question
as the CEO of a crypto exchange about my predictions, et cetera. Let me say a couple of things. That music, is that coming through for everyone?
No, I don't.
Oh, Zanuck is saying yes.
I can hear it, yeah.
Yeah, I'm just kind of curious anyway.
I thought maybe...
