Live From DAS: Are Tokens Dead? | Roundup

Bullish:

• $HYPERLIQUID - Hyperliquid is one of the few tokens performing well and represents the epicenter of merging TradFi and crypto rails with significant trading activity.

  • “there's been a lot of talk about hyper liquid at the conference so far, is really interesting in that one of the few tokens which is actually performing. It's also the epicenter of this merging of TradFi and Crypto Rails.”

    Mike·6:44
• $UNI - BlackRock is buying Uniswap tokens, indicating institutional interest and confidence in the protocol.

  • “you look at someone like BlackRock, I'm pretty sure it was which bought Uni tokens at some stage or is about to buy them.”

    Xavier·22:40

  • “these kinds of things are happening and they're buying tokens. They're not saying Uni swap or buy equity, which I think they did have equity at some point in time. They're buying the tokens directly.”

    Xavier·22:49
• $MORPHO - Apollo is investing in Morpho tokens, and the protocol is pushing more value into tokens rather than equity.

  • “I think we spoke before about Morpho or some of these other DeFi protocols pushing more of the value into the token, not the equity. So they're going the other way completely.”

    Xavier·22:59
• $STABLES - Widespread institutional excitement and adoption of stablecoins with no questioning of their viability.

  • “Everyone's very excited about stablecoins, RWAs. No one's questioning this very much, and there's all this positive sentiment and engagement.”

    Mike·3:43

  • “They're talking about, you know, tokenization. They're talking about stable coins, agentic commerce, which is great.”

    Myles·2:02