Zora & The Future Of Crypto Media | Weekly Roundup

Bullish:

• $DESOC - There's potential for a new generation of on-chain social media platforms that allow content creators to track cash flows and accrue value to their own coins or equity.

  • “I think that there will be a a generation of on chain, social media. And it's not going to be Dave you shouldn't be buying Dave Portnoy's coin. You shouldn't be buying Kanye West's coin. You should be some young entrepreneur is gonna be like, wait a second. I can post everything on chain. I can track the cash flows from that, and that can actually accrue value back to my own coin and equity.”

    Mike·44:31
• $ZORA - Zora is seen as a solution to challenges in media, aligning with major trends in the industry and potentially revolutionizing content creation and distribution.

  • “I think that this solves some really interesting challenges in media. And to me, this is an extension of the big megatrends of media in general.”

    Mike·45:35
• $PREDMKT - Prediction markets like Polymarket are seen as part of a broader trend in changing how information is distributed and consumed, similar to platforms like Zora.

  • “I would actually put Zuora in the same bucket as prediction markets, like Polymarket. And here's the connection that I see is media is moving the big question of media is what mechanism do you use to show information to people?”

    Mike·58:34
• $COIN - Coinbase is valued at $50 billion enterprise value and is trading at 15 times EV/EBITDA, suggesting potential for growth or undervaluation.

  • “Coinbase is a $50,000,000,000 business, enterprise value business. That's equity value plus debt. They are trading at enterprise value to EBITDA. EBITDA is kind of like a clean measure of, like, profitability, sort of operating profitability 15 times.”

    Santi·55:30