Why DeepSeek Disrupted Markets & How Tokens Are The New GTM | Roundup

Bullish:

• $NVDA - Jason bought NVIDIA stock when it dropped 17%, seeing it as a buying opportunity.

  • “And then when NVIDIA dropped 17%, I just bought the bought the dip at the open.”

    Jason·41:30
• $SOL - Jason moved out of meme coins and invested in Solana, indicating a bullish stance on SOL.

  • “I did the I did the the retail move. I I mean, I did sell I moved out of meme coins, and I just bought Solana.”

    Jason·41:09
• $CRYPTO - Jason interprets Jerome Powell's statement as indicating a more crypto-friendly stance from regulators, which could be positive for the crypto industry.

  • “Banks are perfectly able to serve crypto customers as long as they understand and can manage the risks. We're not against invasion, and we certainly don't wanna take actions that would cause banks to terminate customers who are perfectly illegal just because of excess risk aversion, maybe related to regulation and supervision.”

    Jason·43:06
• $STRIPE - Jason believes Stripe is moving towards integrating stablecoins for merchant payments, indicating a bullish outlook on Stripe's crypto adoption.

  • “I mean, Stripe is going to move all of their merchants onto onto stablecoins.”

    Jason·54:42
• $TOKEN - Jason sees a progression in the crypto space from meme coins to legitimate company tokenization, suggesting a bullish outlook on the tokenization trend.

  • “Dog coins lead to cat coins, lead to celebrity coins, lead to AI agent coins, lead to Trump coin, lead to actual companies launching tokens.”

    Jason·48:38

Bearish:

• $AI - Santi believes AI is currently overhyped, despite acknowledging its transformative potential, suggesting a bearish short-term outlook on AI stocks.

  • “Someone asked me what's the most overhyped sector right now? I said, AI. And and it's not because I don't believe the impact is is going to be massive. Don't get me wrong. I think it's hugely transformational.”

    Santi·0:18