VVV, CFTC and Morpho | Livestream

Bullish:

• $SOL - Blockworks launching investor relations platform specifically for Solana ecosystem, showing institutional adoption and infrastructure development for the network.

  • “It'll sort of be an investor relations platform for the Solana ecosystem. So funds, protocols, the Solana Foundation themselves, can you know, I think Blockworks itself is trying to push into this this angle of investor relations and getting more concrete into the details of protocol operations”

    Danny·2:10

  • “this kind of partnered with Solana is a great opportunity for that whole ecosystem to get onboard that train”

    Danny·2:37
• $MORPHO - Apollo Global acquiring up to 90M Morpho tokens shows traditional finance interest; protocol is under-considered despite strong Coinbase relationship and growth potential.

  • “I feel like Morpho is kind of an under considered token to an extent. Not many people are like, oh, I'm bidding Morpho”

    Boccaccio·7:10

  • “I see the Coinbase Morpho relationship as more symbiotic than anything”

    Danny·12:53

  • “obviously, the Coinbase relationship is, like, that's pretty material”

    Danny·13:46
• $CRYPTOAI - Venice AI protocol seeing significant price appreciation due to privacy-focused AI demand and crypto payment rails enabling uncensored AI access.

  • “it is up quite a bit, three x, four x from the bottom in December, four, 4.5x from the bottom in December. But more recently, like it doubled over the past week”

    Boccaccio·47:29

  • “I do think that AI is one of the few cases where, and I don't mean like decentralized compute, I just mean like paying for stuff with crypto probably lets you avoid some of the like biases and privacy concerns”

    Boccaccio·48:32
• $PREDICTIONMARKETS - CFTC asserting federal jurisdiction over prediction markets signals regulatory clarity and protection from state-level challenges.

  • “the CFTC will no longer let state governments kind of undermine the CFTC's jurisdiction over prediction markets”

    Danny·34:07

  • “the Fed, the CFTC is is backing prediction markets. So I I I mean, I think in the immediate term, that can only mean sort of, like, good thing things for them”

    Danny·38:00

  • “it's getting regulatory clarity a lot earlier than crypto is”

    Boccaccio·41:29

Bearish:

• $AAVE - Despite being forked 14 million times, Aave maintains deposits due to liquidity moat, but faces ongoing competition and fee pressure.

  • “Aave's been 14,000,000 times, but basically, all the deposits that Aave detracts have stayed in Aave, and it doesn't really matter if you copy it and make it slightly different and charge no fees”

    Danny·13:17
• $LAYERONE - L1 infrastructure investment drying up with poor returns on recent raises; market saturated with existing chains.

  • “I don't know what Mona's most recent raise was. Was it two bill? A two bill valuation?... So it's like, I don't know. It took four years, four years on your investment and you're up 11%, 10%”

    Boccaccio·22:42

  • “if returns on L1s are really low and no one invests in them, we might just be stuck with the current set of L1s that we have”

    Boccaccio·29:11

  • “I feel like I haven't seen an L1 in there in a long time”

    Boccaccio·30:14
• $VC - Venture capital facing challenges with high valuations from 2021 vintage not matching public market reality; forced to spray capital into suboptimal opportunities.

  • “2024, like, that sort of vintage of protocol that went public, that was, like, an especially high watermark for things that absolutely did not make sense by the time it reached the public market”

    Danny·18:32

  • “they're really forced to, like, to spray into a lot of stuff that maybe they otherwise wouldn't if they didn't have so much capital”

    Danny·21:40

  • “anybody that made 8 figures in 2021 opened a fund”

    Danny·20:12