What's Next For MegaETH, SOL DATs & CZ Is Back

Bullish:

• $SOL - Expecting Solana to benefit from Kyle Samani's $1.5B DAT initiative with capital flows driving price appreciation over the next couple of weeks

  • “I think that you can probably run a low level long and just, ride Solana for the next probably couple weeks to, like, just catch that trade.”

    Bread·37:38
• $JITO - Anticipating JITO to capture value from increased Solana ecosystem activity and DAT capital flows

  • “everything it's gonna gonna be doing is gonna flow into JITO and and probably prop up as a few of these other other applications.”

    Bread·37:38

Bearish:

• $INFRA - Expecting broad infrastructure token valuations to compress as applications capture more fees relative to underlying infrastructure

  • “I'm pretty bearish on just like infrastructure broadly. Think all of it just is gonna compress.”

    Bread·14:12
• $COIN - Rotating out of Coinbase stock due to declining confidence, moving capital to Robinhood instead

  • “I I'm slowly going coin to to hood. I think that one is, losing confidence.”

    Bread·39:19
• $ASTER - Identified unsustainable economics with volumes and fees nowhere close to profitability, attempted to short but faced technical limitations

  • “I was looking to short Avantis because Avantis called the same trade... looking at the volumes and the the fees generated was just nowhere nowhere close to, like, an actual profitable thing.”

    Bread·51:29