Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
$MORPHO— Mike believes Morpho and other blue-chip DeFi protocols will be major winners as institutional money flows into crypto seeking compounding returns.
$DEFI— Mike has strong conviction that DeFi 2.0 will dominate the next cycle as institutional investors follow the same discovery path retail did.
$HYPERLIQUID— Myles believes Hyperliquid could lead the next cycle due to trading protocols' superior economics versus lending protocols.
$ZCASH— Xavier sees Zcash benefiting from growing privacy concerns and quantum computing risks to Bitcoin.
$CRYPTOAI— Xavier believes AI agents will be a major driver of the next bull cycle, creating new capital formation mechanisms.
Bearish
$BTC— Mike believes Bitcoin may not break all-time highs for years as it transitions to trading like a mature commodity with long consolidation periods.