DAS Livestream with Blockworks Research & Advisory

Bullish:

• $RISK - Strong conviction that risk assets will perform exceptionally well over the next six months due to AI-driven manufacturing renaissance in the US, favorable rate environment, and continued economic activity

  • “I think if you just want to just, like, make easy money for the next six months, you just be long risk assets... AI is ushering in a manufacturing renaissance in The United States and risk assets are gonna do fantastic.”

    Ryan·49:11
• $BASE - Base chain has the best distribution in the industry and strong brand recognition across both traditional finance and crypto native audiences, making it the top choice for layer-one exposure outside of Solana

  • “It has to be like, they have the best distribution in the industry... They have a strong brand between TradFi and Crypto natives. I think it has to be base.”

    Westie·46:24
• $PREDMKTS - Prediction markets are positioned to become significantly important given the ongoing distribution expansion and competitive land grab in the sector

  • “I think that prediction markets are going to very obviously be a big deal given the distribution and the land grab that's going on right there”

    Speaker 4·48:57
• $SOL - Solana is the preferred chain for the next 12-24 months based on improvements and momentum versus competitors

  • “Probably Solana.”

    Westie·22:12

Bearish:

• $BNB - Binance's technical failures with pricing oracles caused significant market dislocation, raising concerns about their dominance and potential market share loss

  • “Binance clearly was like the lead, the driver of the dislocation in the market. And it was because of like their own issues with with a pricing oracle for some assets”

    Westie·26:35
• $PUMP - Pump.fun's revenue model depends on constant new token launches and is vulnerable to competition, making it ripe for market share loss

  • “I figured it's pretty ripe for market share to be stolen, and I still think that's probably the case. And I think we'll see some back and forth.”

    Westie·13:01