Livestream: $740,000 ETH, Stablecoins, and Monad’s Mission | Friday, June 13th

Bullish:

• $HYPERLIQUID - HyperLiquid is viewed as the best perpetuals product currently available, with strong potential and user loyalty.

  • “If tomorrow there's, decks that is much better than hyperliquid that lists more markets, has more liquidity, I will start using them, and I will put bull posting them. Just like FYI. It's not about the airdrop. Yes. I'm happy about the airdrop, but I fundamentally think that it's the best claw product out there right now.”

    Announcer·1:59:51
• $WORLDCHAIN - Worldchain is seen as an underrated future ecosystem with strong potential, backed by Sam Altman.

  • “I do think Worldchain is probably the most underlooked or underrated future ecosystem that everyone's kind of, like, short on, and, I'm not gonna bet against Sam Altman. I'm not gonna bet against Worldchain.”

    David·2:15:49
• $BASE - Base is considered the most successful Layer 2 solution, with potential for future growth and revenue optimization.

  • “In the past, clearly, Base has been the most successful l two. But then you look you you really need to be forward looking, though. Like, really, what these change should be optimizing is future REV, as I like to say.”

    Bach·1:58:05
• $COIN - Coinbase is viewed as a strong bet on the broader crypto ecosystem, with potential beyond just being a centralized exchange.

  • “Coinbase is the better pure play bet on the crypto ecosystem 10x to a 100x a year. But if you just wanna look at Coinbase as just a centralized exchange, it's like then Robinhood's definitely the better exchange bet.”

    David·1:39:32
• $HOOD - Robinhood shows strength in meme coin trading volumes compared to Coinbase, suggesting potential in this market segment.

  • “When you look at how many people are trading meme coins on, like, token meme coins, whatever, on Robinhood versus Coinbase, like, Robinhood doesn't they don't report their volumes. But if you wanna look at, like, the amount of raw tokens on exchanges by entity on Arkham, Like, the last two tokens that were listed on Robinhood, there's over 21 times as many on Robinhood versus Coinbase”

    Ian·2:02:31
• $STABLES - Stablecoins are seen as a significant revenue source for Coinbase, giving it an advantage over competitors like Robinhood in this area.

  • “Over what is it? Like, thirty, forty, 50% of the revenue is stablecoin revenue right now. So, I mean, obviously, like, they are a better stablecoin bet than Robinhood will ever be.”

    David·1:39:38
• $INFRA - Coinbase is expanding into crypto infrastructure services, potentially becoming a service layer for the global financial system.

  • “They're monetizing Coinbase business now. Like, they're making inroads to be a infrastructure, crypto as a service, layer for the entire global financial system.”

    David·1:40:53