Green Candles, Pendle Launches Boros, and DATs | Livestream

Bullish:

• $PENDLE - Optimistic outlook on Pendle's new Boros product, with potential to exceed bull case projections based on early performance and future growth opportunities.

  • “Depending on how this data continues to come in, right, it's hard to extrapolate a twenty four hour look back to a three hundred and sixty five day time frame. But depending on how that shapes up, what additional markets they list, other assets, other maturities, other exchanges, and we continue to get data come in, I'm I'm particularly optimistic that, yeah, this this will exceed my bull case projections from what I had earlier.”

    Luke·21:04
• $MSTR - Marathon Digital Holdings (MSTR) viewed as undervalued, trading below its Bitcoin holdings value while offering additional assets for free.

  • “Marathon is an interesting one for me, and I'm I'm I don't wanna shill it. It's just interesting. It's just it trades at last I checked, it was slightly been below now, which just means all you get a Bitcoin at at cost, and then you get all of its mining business, its real estate, its IP, its rigs for free.”

    Marc·12:15
• $ARB - Arbitrum (ARB) expected to benefit from Coinbase's DEX trading rollout as a potential liquidity backend.

  • “This should be pretty good for ErrorDrum now. I imagine that's going to be, like, the liquidity back end for most of those trading.”

    Carlos·1:09:10
• $ETH - Ethereum (ETH) approaching $4,000, viewed as a positive market development.

  • “ETH is at or approaching 4 k. I think it's it's been sort of a a while coming for that one.”

    Danny·6:09
• $AAVE - Aave's dominant position in the principal token (PT) market, with potential for growth beyond current USDE-type listings.

  • “Aave runs the listing, and they go from zero to 80% market share in PTs. And if we look at the next chart here, Aave has only listed the USDE type principal tokens, which is like a subset of, the total TAM of PTs that are originated from Pendle.”

    Luke·36:02
• $DATCO - Potential value in Digital Asset Treasury Companies (DATCOs) due to premium pricing and high-yielding reserves, though the outlook is speculative.

  • “I think, like, if these DATCOs continue to demonstrate, like, a premium to NAV and that, like, the the market may price a premium on the equity by virtue of that company just holding the asset, then there there may be some accretion for shareholders by by holding some of their reserves in an instrument that's yielding well in excess of, you know, 4% on an annual return basis.”

    Luke·53:10