MetaDAO, ICOs, and Solana ETFs | Livestream
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Alright. Good morning. Good morning. Welcome back. Welcome back. Another Xerox research livestream joins today. No Boccaccio. Boccaccio's out. He's off somewhere in the ocean enjoying himself, maybe getting lost at sea. Instead, we've got Carlos, a ledge something of a legend this week, I will say, from the research team, joining us and Kunal as well. Although, interestingly, Kunal, I think your Twitter Twitter is actually Kunal legend, so maybe I shouldn't have used the word legend. How are you doing today, guys?
All good. I'm good. How about you?
Yeah. Doing good. I guess, I mean, kicking things off, the the the market's hot. Bitcoin is kinda testing all time highs again. Feel like we're, like, re we're repeating, you know, if you look back a month or a month and a half ago, was like we were we were playing this game and and things were pumping. Although, maybe separate from from Bitcoin and crypto, like, the broader market has kind of just been continuing its grind up. Some of that seems to be, like, Trump Trump admin related, you know, taking stakes in different companies. The AI investment cycle has sort of continued. We've seen big
Yeah. I think, it's been a great start to Q4, obviously. Like last week, we saw equities closed at all time highs, like just investors are shrugging off. The US government shutdown, mainly tech stocks have been pushing up the market. I think you're right. Like Bitcoin has been lagging gold specifically over the past month, but it's not above 125 ks touching all time highs. And we have some notable outperformers in the past week. I think everyone saw CCash, like just ripping. And I don't know, like for those who have been like more than one cycle, like maybe some PTSD, because usually when CCas
Yeah. So same for me. I think, like, one of our colleague, Mark, shared the analysis. Right? So when gold tops, usually, there's a lag effect, after which we see BDC as well hit all like, new all time highs. So, again, he perfectly nailed that, and that's exactly what we're seeing. So, like, the past few weeks, it was a lot of sideways action, but now we're finally seeing that surge in Bitcoin again. So that's definitely a good sign for the markets. I do think we could see some momentum going forward. But I think at the same time as well, there's a bunch of assets that continue to underperform
I like that. Good bit
of a good bit of
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