$INVERSION - Santiago is building a customer acquisition funnel for Inversion, focusing on product quality rather than crypto speculation.
$AVAX - Santiago chose Avalanche for his project due to the importance of sovereignty over block space, after considering various other blockchain options.
$MVNO - Santiago believes mobile virtual network operators (MVNOs) are the best distribution businesses to transform with crypto rails and activate users for crypto services.
$TOKENIZED - Jason predicts that Coinbase will eventually tokenize its equity and move it onto the Base blockchain, indicating a trend towards tokenized equity in the crypto industry.
Bearish:
$IPO - Jason expects the IPO market for crypto companies to be less active than anticipated, potentially leading late-stage private crypto companies to launch tokens instead.