Revenue Meta, RWA Looping & Uniswap Fee Switch | Roundup

Bullish:

• $STABLES - Stablecoins entering a 'super cycle' as institutional adoption drives demand while other crypto assets stagnate

  • “there may be this trend where the stablecoins then they're backing collateral are like in this super cycle. And then everything else is kind of just like left behind.”

    Vance·45:08
• $RWA - Real-world assets coming on-chain represents a major multi-year growth trend with institutional capital driving 'RWA looping'

  • “I think what we're seeing is the start of RWA looping. I'm coining that term... you're gonna see private credit come on chain. You're gonna see new forms of credit come on chain.”

    Vance·13:47
• $HYPE - HYPE token showing resilience due to $4-5 million daily buybacks, outperforming other altcoins in the downturn

  • “hype, for instance, is trading at $38 right now. Do you know what it was trading before this entire thing happened? It was trading at 42. Any other Altcoin, it's done. It's toasted. It's down 40%, 30%... The reason why hype is not is because it's buying back 4 to $5,000,000 of its token every single day.”

    Michael·6:05
• $SKY - Sky positioned as a major beneficiary of the RWA trend, holding significant real-world assets that will accrue value over multiple years

  • “there's tons of new products that need to be created to facilitate this. But this is going to be a multiyear trend that really the value accrues to the people who hold the RWAs. And a lot of that right now is Sky.”

    Vance·25:23
• $DEFI - DeFi tokens showing bottoming signals and resilience while broader market sells off

  • “syrup is bottomed. Like, it it went up today actually, which is pretty pretty odd. Same same thing with Sky. Like, the DeFi names are kinda hanging in there.”

    Vance·4:48

Bearish:

• $AIRDROPS - Airdrop model is obsolete with retail participation collapsing from 90% to 10%, making community-based business development ineffective

  • “Airdrops are dead... the community is your business development and partnerships and sales and all that, that's dead as well.”

    Michael·42:47
• $QUANTUM - Quantum computing stocks experiencing severe selloff with 45% drop followed by additional 11% decline

  • “yesterday, the quantum stocks went down, like, 45%. And today, they went down another 11.”

    Vance·1:11
• $UNI - Structural conflict between Uniswap Labs equity holders and UNI token holders as company's revenue model shifts away from token value accrual

  • “if you are a shareholder of Uniswap Labs and you do not own any Uni tokens, how do you feel right now? Pretty terrible in that you invested, they raised $100,000,000 at a billion dollar valuation for something that was making tens to $100,000,000 of ARR that just got turned to zero.”

    Michael·32:58