Jesus Martinez Trades

The Attention Cycle is the show about where speculative capital goes next.

Capital does not buy the best expression of a narrative. It buys the most levered one, and it does that at the exact moment the narrative has the most attention and the least remaining upside in its safe expression. Gaming ran that pattern in 2021. AI is running it now.

New episodes twice a week with Jesus Martinez and guests from AI crypto and AI equities: The Tape (what moved and why), The Read (the thesis, argued), Chart Check, The Round Trip (where the attention went), and Open Floor.

For daily crypto coverage, my other channel JM Crypto has you covered.

Nothing on this channel is financial advice. I show my work; always do your own research.