The Next Phase of the Bull Market | Weekly Roundup

Bullish:

• $GAMING - The GameFi narrative is resurging, with examples like MapleStory and Gunzilla showing promise in the sector. This suggests potential investment opportunities in blockchain gaming.

  • “MapleStory is one of those, like to me, it's like a huge it's a reminder of, like, you're gonna see more like, I think the gaming narrative is not dead. I think we're starting to see, like, Gunzillas of the world and MapleStory's, which is pretty like, you should be paying attention to this narrative is all I'm saying.”

    Santi·59:56
• $ETH - Ethereum's ecosystem remains strong with a thriving developer community, ongoing research, and continued adoption by companies, making it an important part of the crypto landscape despite concerns about ETH token value accrual.

  • “I've never been sort of super bearish on Ethereum as an ecosystem. There's many reasons to be excited about the developer community, the research that goes on, the thriving ecosystem. Companies continue to come to Ethereum. It has like, it's an important piece of the crypto ecosystem.”

    Santi·3:42

  • “I continue to struggle with the Ethereum value like, the ETH value accrual, and we don't have to spend too much time on that. But and a lot of what we talk about is, like, the l one, l two dynamic and rent and how does that accrue.”

    Santi·7:18
• $COIN - Coinbase's addition to the S&P 500 is a significant and potentially positive development for the company, which could be seen as bullish for its stock.

  • “Coinbase, obviously, one of the more probably impactful things that happened was Coinbase got added to this and p 500.”

    Santi·53:12