Bridge's $1.1b Exit, Crypto's Voting Power, and a Token Unlock Playbook | Roundup

Bullish:

• $COIN - Coinbase is expected to have a strong performance next year due to its strategic position in the crypto market, making it an attractive investment for those bullish on crypto.

  • “I think next year, Coinbase is going to have a monster year. When you think about, like, where Coinbase sits in relation to the entire market I mean, if you're bullish crypto, you gotta be bullish Coinbase right now.”

    Jason·27:58
• $BTC - Bitcoin is approaching all-time highs, indicating a bullish trend in the crypto market with increasing dispersion between assets.

  • “Bitcoin's about to hit an all time high. Other things are hitting all time highs. You're just seeing a bigger dispersion than we've ever seen in the industry between things that go up and things that go down.”

    Jason·41:05
• $MKR - Maker is viewed favorably due to its superior revenue generation compared to other projects like Celestia, suggesting it's a more attractive investment.

  • “Maker makes in a day what Celestia makes in a year, so to speak, kinda thing. Like, I don't know, ladies and gentlemen, but I don't wanna own something in my book that has that is trading at 5,000,000,000 and is making less money than, you know I don't know.”

    Santi·1:01:15

Bearish:

• $CELESTIA - Skepticism about Celestia's ability to capture fundamental value, despite its technological importance, makes it an unattractive investment option.

  • “I don't wanna touch something that doesn't capture does fundamental value. I just I'm sorry, but I don't feel comfortable owning it inside my portfolio.”

    Santi·59:03