Crypto’s New Era: Regulation, Breakout Apps, and TradFi’s Impact

Crypto’s New Era: Regulation, Breakout Apps, and TradFi’s Impact | Jon Charbonneau – 0xResearch

Mentioned

Bullish

HYPE— Hyperliquid is seen as an attractive investment due to its reasonable valuation relative to its substantial revenue, making almost a billion dollars a year.
SOL— Solana is seen as the preferred choice for most new and interesting projects in the crypto space, described as the 'rational choice' for developers.
PREDMKT— Prediction markets are viewed as an area with significant potential for innovation and creativity in crypto applications.
MEME— Meme coins are seen as offering significant room for creative differentiation, viewed as a 'consumer gambling fun experience' with potential for various interfaces and gamification.
BASE— Base is expected to find success in the long term through partnerships with major corporations and financial institutions, rather than competing directly with Solana for current use cases.

Bearish

REVTOKEN— Many revenue-generating tokens are seen as overvalued due to superficial analysis by investors who don't properly consider cash flows and apply unreasonable multiples.

Not investment advice.