ETH ETFs go Live, COMP Attacked & Cosmos Drama

Bullish:

• $BTC - Discussing the potential for Bitcoin to reach higher valuations due to increased accessibility and institutional interest.

  • “And they were and these are, like, DriveSpy guys. And they're like, oh, yeah. Once the once, like, Morgan Stanley and all these banks are able to pitch it, that probably just sends it right to a 100 k.”

    Sedaris·0:00

  • “And the Bitcoin ETFs have been wildly successful. I think it's, like, 2 of the top 6 ETFs in all of flows. Like, I think I bet surpassed QQQ and flows Yeah. Which is pretty insane.”

    Jan·0:00

  • “I think we're probably gonna break out higher from this range just because now it's so much more accessible.”

    Jan·0:00
• $SOL - Discussing the growth and resilience of Solana's ecosystem and its increasing developer interest.

  • “I mean, AppChains the one thing AppChains has proven that they're good at is Perftex's. Yeah. Because you really don't For sure. Because you don't need to deal with bridging assets like you do with spot exchange. You just need one asset. You just need USDC. And then you kinda just don't want anyone fucking around with your block space. Right?”

    Sedaris·0:00

  • “Like, the more and more, like, success the eco sees, the more and more developers it gets. Like, this is just like a snowball that, like, keeps going.”

    Sedaris·0:00

  • “And it did collapse. Right? Like, it literally did collapse. The house collapsed. And went to literal 0. Nobody used it. Was, for all intents and purposes, basically dead. And now it does just as much volume as Ethereum.”

    Sedaris·0:00
• $ETH - Discussing Ethereum's potential for growth due to increased accessibility and market dynamics.

  • “I think we're probably gonna break out higher from this range just because now it's so much more accessible.”

    Jan·0:00

  • “Yeah. I think I think, like, obviously, Sol has done really well in the last couple weeks. Right? And Sol Eth keeps it keeps, like, hitting that. It's hit this all time high against Eth, like, 5 times now.”

    Sedaris·0:00

  • “I feel like there's just a churn there, just like a period of digestion. And probably the same with Sol. Right? Like, Sol teleported from, like, 20 to 60, spent, like, couple weeks there, and then went from 60 to 120. Spent a couple weeks there, and then went to 200.”

    Jan·0:00

  • “I feel like it's been relatively tame, and then we've had the grayscale inflows, obviously. So those seem to be they were they were really aggressive the first few days. They seem to be slowing down a little bit.”

    Sedaris·0:00