Why Is This Cycle Different? | Weekly Roundup

Bullish:

• $TOKENIZED - Tokenized stocks are seen as a potential game-changer for the crypto industry, expected to drive significant growth in fees and user adoption, especially in markets outside the US.

  • “When you open up these pipes for people to buy, like, tokenized stocks, it's like, boy. I mean, when that happens, that's gonna be a truly a ground like, a just I don't know how to describe it other than, like, it's gonna be, like, a very meaningful, like, inflection point in the industry where you go vertical in fees, vertical in users.”

    Santiago·48:07
• $CEFI - There's strong institutional interest in crypto, suggesting potential growth in centralized finance and institutional adoption of cryptocurrencies.

  • “There's just a lot of things to be excited about. It just feels like I mean, we're probably gonna see it in DAOs. Like, the amount of institutional interest in crypto is strong.”

    Santiago·1:09
• $BTC - Bitcoin is viewed as digital gold, with expectations of increased adoption by younger generations as wealth transfers from older to younger demographics.

  • “Bitcoin has become digital gold. And there's a massive generation of, generational wealth transfer down to millennials and then eventually Gen z. And they're gonna buy Bitcoin, not not digital gold.”

    Jason·0:00
• $STABLES - Stablecoins are identified as one of three key areas of focus for institutional investors in the crypto space, indicating potential for growth and adoption.

  • “He's like three things, stablecoins, there's cash flowing protocols and applications, and Bitcoin has become digital gold.”

    Jason·0:00
• $SOL - Solana's recent performance, processing a significant portion of Nasdaq-equivalent volume, is seen as a positive indicator of its potential and scalability.

  • “Solana processed 20% of all, like, Nasdaq volume in over the weekend. Like, that's that's that's a very, very useful proof point.”

    Santiago·37:04

Bearish:

• $REMIT - Traditional remittance businesses may face disruption from crypto and stablecoins, which could significantly reduce fees and potentially impact their profitability.

  • “If you're doing remittance, it's a widely profitable business because you're charging 4 and a half, 5 percent, or whatever. If you then say, I'm gonna both buy that business and then layer on stablecoin as well, that, like, fee just goes to zero, right, when you're using crypto rails.”

    Santiago·45:31