State of the Crypto Markets | Livestream

Bullish:

• $TOKENFUNDS - Tokenized funds solve significant operational pain points in traditional finance, improving fund interactions, subscriptions, and transfers by orders of magnitude when put on-chain

  • “I cannot explain how painful the process is for like interacting with funds and subscriptions and transferring stuff in the real world. Like this is genuinely something that I think is improved by a million fold by putting it on chain.”

    James·22:33
• $CANTON - Canton Network shows promise for bank adoption in syndicated loans and data reporting use cases

  • “I would not be surprised to see banks actually adopt it.”

    James·23:51

Bearish:

• $BTC - Bitcoin unlikely to see another massive rally without extraordinary catalysts after already significant gains

  • “BTC is not going to pull another 300% in four months. Right. Absent something, you know, horrific happening or very good happening.”

    James·13:29
• $ALTS - Most altcoins lack fundamental demand with fewer winners emerging, as new tokens have no buyers, users, or meaningful traction

  • “There are kind of, like, few fewer and fewer winners, and, like, most of the things that come out don't they they don't have buyers or they don't have users or they don't have any meaningful traction”

    Danny·40:02
• $USDT - Tether faces long-term risks due to political connections with current administration and lack of technology innovation

  • “Definitely not Tether. I don't know between the other two, but not Tether... a lot of it is tied to connections that that company has made with the current administration. Right? So I don't know. That's not something I would wanna bet on long term.”

    James·24:57
• $SPY - S&P 500 has rallied 38% in a straight line from April bottom, appearing overextended and due for correction

  • “So if I'm looking, if I'm pulling up a chart now, we have literally gone from from the April bottom, the S and P, like, in a legitimate straight freaking line is up 38%.”

    James·14:18