Retail Activity, Oasis and AI Gaming, the AI Creator Takeover | Analyst Round Table
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One takeaway. I got one takeaway. Because you mentioned it real quickly around different platforms. I think we're gonna see some weird stuff. We're gonna see an agent with that goes crazy on OnlyFans. We're gonna see an agent that goes crazy on YouTube. I think it'll happen. We'll see some we'll see some, like, top creators that are not people, basically. Nothing
set on 0 x research is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. But Katya, Orion, and our guests may hold positions in the company's funds or projects discussed. What's up, guys? Welcome back to another episode of Xerox Research. Today, I have caught Danny off guard, and it's just gonna be me and him. I don't know what the hell we're gonna talk about, to be honest with you. Typically, I mean, on Ryan a bit because he, like, waits 20 seconds
Yeah. It's all up in the air today. I don't know. You you pulled me aside. You said, hey. Just you and me today, bud. And, here we are. It's
a busy time. I think everyone's super busy. I I don't know. I I barely get any sleep now. Just
People are, I mean, people are excited for good reason. Market's been very, very hot. There's been a lot of a lot of news. Like, it's like news article after news article. You know? Yeah. Trump's speaking with, you know, this tech CEO or that CEO or talking about this cabinet appointment. He's not even in office yet, and yet, like, post election, there's been so many kind of crazy stories. Well, I mean, the other one the other day, sounds like in plans or in talks to buy Bakkt, which I think sent sent the related stock up on quite a run, which is a bit funny. But, yeah, there's just a ton of s
I, like you said, a lot of headlines. Seeing some weird headlines, man. I saw something about, Goldman Sachs and XRP and Hedera, just, like, random rumors. And I guess what I wanna ask is, do you think, TradFi is behind? Like, there's obviously very, like, up to date TradFi, but do you think some of them just fall for, like, the XRP over, like, you're gonna change the banks of the world, or do you think do you think it's just, like, some random rumor? Yeah.
In this particular case, I don't know if that's I don't know if that's the reason or if it's just, you know, they're seeing it may be just a combination of factors around, like, seeing the success of Bitcoin, and then, obviously, there is, you know, existing Bitcoin ETF. You know, we have this ETH ETF as well, and then just kind of seeing the excitement in the markets. Maybe they're wanting to position themselves to, like, capture a larger part of that that pie going forward. I mean, this is entirely speculative, but, like, I don't think that, like, the guys at Goldman are like, man, XRP is th
makes sense. I think I I also brought it up because, like you said, XRP has been I think it outperformed ETH in one day, like, whatever ETH is on we'll be here today. Yeah. That's why I brought it up. I I think this is a rumor, but market always gives some form of legitimacy to this. And I think XRP probably also did well. I hate that I started this pod with XRP, but they also have, like, TF, but, like, I I really regret it now. They also have ETF files and stuff. I'm just like I think we're at DaaS. I
think maybe the other thing to consider, like, XRP was one of a few coin like, projects, tokens, etcetera, however you wanna refer to it, that were under the, like, kind of grip, like, of the SEC for like, you know, they were in that
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