Solana’s DEX War, Base’s Flashblocks, and RWAs | Analyst Round Table
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Radium can afford to do things like invest in r and d, do partnership integrations, more marketing, launch their own, pump up front competitor, and it's because of their previous success. So I think it's not all gloom and doom because of this optionality that their cash piles give them.
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I guess, I can go first. I think, like, everybody in the crypto industry, regardless if it leads to a pump or not, agrees that only Bitcoin should belong in a crypto strategic reserve. I've seen some takes that are plausible that maybe Trump did this to, like, gain leverage, like, in terms of negotiation, like, start with this bunch of altcoins and then, like, gradually go towards only Bitcoin. But at the end of the day, I yeah. It's not great that announcing this on a Sunday, pumping altcoins just for a day. Like, it was I think, like, it was one day after the 7,500,000.0 doll Sol unlock, whi
I'm I mean, I'm just gonna second that. Like, I think it's kind of ridiculous to have anything but Bitcoin considered at this moment. And, I mean, even Bitcoin is still gonna be a bit of a stretch, right, because it's kind of unprecedented. But, I mean, you know, it's it's it's plausible. But for the others and I don't even I mean, the trend was that they seem to be all American based, whatever that means. And I don't know how that's defined, and I don't even know if that's true for them necessarily. But, you know, we the government should not be buying crypto assets like that on the long tail
Yeah. I mean, after the, the Trump meme coin. Right? Like, I think, you have to think all bets are off in terms of, what Trump's gonna do. And, yeah, I I mean, I agree with both you guys. Like, if there is a strategic reserve or stockpile, whatever it is, it should just be Bitcoin. Yeah. And then the Sunday thing, I don't know if it's, like, by design, like, you know, to do it when the market's illiquid. I don't know if it was by design to do it before the day of the solo unlocks. You know, you could argue the other two coins he he mentioned were both, like, top five, top top 10 cryptos. So yo
I think good good points all around. It it is a bit ironic to see the, like, focus on this Doge initiative and trying to cut spending and then at the same time, talk about some potential, like, maybe purchasing of, like, just cryptocurrencies, you know, outside of maybe Bitcoin, which, like, if you guys mentioned, you know, I think the general industry sentiment today is that it would be a bit silly to include really anything other than Bitcoin at the current moment. So that's a bit funny just to see those two, like, things at play there. And I and I guess maybe the other b
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