Where Are We In The Cycle? | Weekly Roundup

Bullish:

• $STABLES - Stablecoins are seen as a highly promising and transformative category in the crypto industry, with significant long-term potential.

  • “Stablecoins are the sexiest thing in this industry and Deepen. But Stablecoins, like, are an amazing category. And if we just stopped innovating there, there's enough reasons to be excited, and there's enough reasons to, like, take a long term view in this industry”

    Santiago·46:41
• $USDT - Tether is expected to achieve substantial profits in 2024, indicating strong growth in the stablecoin market.

  • “Tether hits 13,000,000,000 in profits in 2024. That's not top line revenue, folks. That's 13,000,000,000 in profits.”

    Jason·54:04
• $UNI - Uniswap v4's new features, including customizable pool logic and fee structures, are expected to drive significant innovation and growth in the DeFi space.

  • “V four deployers can essentially customize their pool logic with any sort of fee curve, adjust all the vary variables, adjust the volatility. You can punish LPs with a fee when you withdraw liquidity. You can introduce a fee switch, right, without waiting for the Uniswap protocol to do it.”

    Jason·59:06
• $SOL - Solana demonstrated impressive performance and stability during high-volume events, outperforming established tech infrastructure.

  • “You know, what you saw with Trump and how Solana managed that, it was it was impressive. Like, CloudFlare would have gone down. Like, Solana, like, was able to absorb that, and volume was really high.”

    Santiago·44:23

Bearish:

• $DEX - Existing decentralized exchanges may face challenges due to the commoditization of DEX building, particularly with Uniswap v4's innovations.

  • “It's kinda bearish for existing DEXs, I think, because the idea of building a DEX, I think, just got got commoditized.”

    Jason·1:00:21