The Token Revolution | Roundup

Bullish:

• $BTC - Bitcoin presents a strong buying opportunity after recent liquidation events, with historical data showing average returns of 3.4% after 10 days, 8.4% after 30 days, 25.9% after 90 days, and 33.8% after 120 days following similar market conditions.

  • “And the average after ten days is 3.4%. After thirty days, it's 8.4, ninety days, 25.9%, and one hundred and twenty days, 33.8%.”

    Mike·2:31
• $COIN - Coinbase has positioned itself strategically through acquisitions like the $375M Echo/Sonar deal, building natural advantages in the launchpad space and going on an M&A spree to strengthen its competitive position.

  • “So, you know, I think that Coinbase has built something really I I think they've I think, frankly, they've done really, really well for themselves.”

    Mike·35:31
• $STABLES - Stablecoins represent a transformative opportunity with projections of $3-4 trillion being issued on-chain by the end of the decade, potentially becoming the second most important event in crypto after Bitcoin's whitepaper by forcing workflows on-chain.

  • “treasury secretary Scott Besant when he describes, you know, some between 3 and $4,000,000,000,000 of stablecoins being issued on chain by the end of the decade”

    Mike·5:51
• $LEO - Exchange tokens like LEO have outperformed significantly, up 130-390%, benefiting from increasing barriers to entry that create value concentration in established exchanges.

  • “And the LEOs and the OKBs and the BNBs of the world are up anywhere from 130% to 390%.”

    Mike·15:31
• $OKB - OKB has been a solid performer over the last two years as part of the exchange token category that benefits from increasing barriers to entry and value accrual to established platforms.

  • “these have been really solid performers over the last two years”

    Mike·15:18
• $BNB - BNB benefits from the CZ pardon removing regulatory overhang, with the token up 130-390% as exchange tokens compound value amid increasing barriers to entry for new competitors.

  • “And by the way, Trump pardoned CZ. That was a headline that came across today.”

    Mike·14:07
• $AIINFRA - AI infrastructure investments remain attractive despite AGI potentially being priced in, as government backstopping reduces downside risk due to strategic competition with China.

  • “So I think the big risk would be if AI expectations were priced in that, you know, Michael and I talked about that on a roundup like a month or so ago, that it felt like AGI was getting priced in”

    Mike·4:17

Bearish:

• $CRYPTOVC - Liquid crypto funds face increasing challenges as sophisticated FinTech investors enter the space and high-frequency traders erode edges on short-term trading, requiring a pivot to longer duration holdings or company building.

  • “It's already been a pretty tough year for the liquid funds of the world, but I think it's gonna kind of get even tougher from here on out”

    Mike·8:17