What's Next For MegaETH, SOL DATs & CZ Is Back
Date: Podcast: 0xResearch0xResearch
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
- $JITO - Anticipating JITO to capture value from increased Solana ecosystem activity and DAT capital flows
Bearish:
- $INFRA - Expecting broad infrastructure token valuations to compress as applications capture more fees relative to underlying infrastructure
- $COIN - Rotating out of Coinbase stock due to declining confidence, moving capital to Robinhood instead
- $ASTER - Identified unsustainable economics with volumes and fees nowhere close to profitability, attempted to short but faced technical limitations