Macro Takes, Echo Deals, and the MEGA Token | Livestream

Bullish:

• $BTC - Bullish on Bitcoin for 2026 based on super stimulative monetary and fiscal policy creating a grind higher as crypto natives remain sidelined

  • “When I look at 2026, it's like, okay, super stimulative monetary, super stimulative fiscal... I think that sets up like a lot of chasing in 2026 where a lot of like crypto natives are gonna be super sidelined and we just see this like grind higher.”

    Felix·48:23
• $ECHO - Positive on Echo platform due to genuinely good deal quality, though acknowledges Coinbase acquisition may change dynamics

  • “I think Echo's great. Like, it's just it's like the amount of deals that I've seen on it that are, like, actually genuinely good and is is super refreshing.”

    James·36:31
• $METADAO - Excited about MetaDAO as part of the broader ICM (Initial Capital Markets) theme for addressing token holder protections

  • “Something I'm generally excited on, like, broadly is kind of the ICM theme, thesis, theme. Like, Metadau is interesting... they've had a pretty strong run up.”

    Danny·12:15

Bearish:

• $ETH - Bearish on Ethereum due to lack of fundamental value drivers and dependency on single large buyer (Tom Lee) for previous all-time high

  • “I hold strongly to my belief that the only reason it got an all time high was because of Tom Lee. And it's pretty obvious that it's it's struggling without him currently being in the markets now.”

    James·52:15
• $DAOS - DAOs are structurally locked out as marginal buyers and won't return with sustained bids

  • “Do you think that's gonna change based on anything that you mentioned in 2026 and they'll come back to the market with, a more sustained bid?... They're just locked out. Right? Totally locked out.”

    James·50:14