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So I think, like, you're seeing that institutional interest pick up, not just, like, in Sol the asset, but actually institutional players launching their own products on the network, which is almost better than just being interested in, like, buying SOL as a speculator. Like, actually building on the chain as an institution showcases that they have the same amount of confidence they have in in Ethereum where most of the tokenized products and institutions, see today. Nothing
said on Xerox Research is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan, and our guests may hold positions in the company's funds or projects discussed. Yes. He's
singing. Picacho's feeling good today. Hey, guys. Welcome back to another episode of Xerox Research. I'm joined by Bach, Carlos, and Mark. We got a full research crew today. Our our lovely Bacaccio is back to join us on a roundtable again. We always love to see that. Before we get into things, as always, we are constant shills for our events here. So I wanna give another quick reminder for permission list coming up in the June, June 24 through the twenty sixth in New York. Lots of conferences in New York this year. Zero x 10 is the code as always if you wanna get tickets 10 off. A bunch of us
No. That was it.
I covered it. He's speechless. He is gawking at how good my shills have become. Did
a great job, man. We
can, we can get out of the shills. We can talk. Let's let's dive into the markets a little bit. I'd love to get Mark LARPing a little bit on macro, because he doesn't get the chance often, and and we try to avoid that. But, you know, big news last week was, like, peak uncertainty. No one knows what the hell is going on. Like, there's gonna be massive tariffs, and then all of a sudden, it's like, no. There aren't gonna be massive tariffs or maybe there will. They you know, Trump and admin kind of pulled back on what they had been, headstrong on for, you know, the past month or so, two months ma
Yeah. Well, I mean, when the, city chaos ensued, prices were down. I mean, I mean, I've been in the crypto space for a little bit now, so I just saw that as a buying opportunity, but mostly for stocks. I got, you know, some of my Brazilian equities that I've had on my watch list for a while a bit cheaper than I'd like, so that that was good. I mean, these things kind of don't worry me when, you know, equities, even BTC comes down. You know? It's like the fund the just fundamental support. You know, there's this thing, past performance is not you know, can be used as a good future indicator. Yo
Yeah. I also think, like, on the macro side, the other news is gold making new all time highs. I think this morning, I think we all bought the wrong, digital gold. Should've bought the physical. But, like and, yeah, I think we're nearing, like, maybe a top there. A lot of Burps trading platforms are listing PAX g, which is, like, the gold you should buy. I know Drift, listed it, like, this week. So seeing a lot of, like, attention in that regard and just curious to have Bitcoin trades, like, in this environment where we're seeing outflows from US equities into maybe European and Asian stocks,
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