#19 - Jesse Pollak – The Network State Podcast

#19 - Jesse Pollak – The Network State Podcast — Transcript

Market views

Bullish

BASE— Base, an Ethereum layer two solution, is attracting thousands of builders worldwide and is expected to significantly increase economic freedom, innovation, and creativity globally.
SOCIALFI— Coinbase is heavily investing in social finance features, particularly integrating Farcaster into Coinbase Wallet, indicating a strong belief in the potential of SocialFi.
STABLES— Local currency stablecoins are seen as crucial economic infrastructure enabling broader participation in the on-chain economy, with about 15 different local currency stablecoins already available.
COIN— There's speculation about the potential impact of bringing Coinbase stock (COIN) on-chain, with curiosity about how it might be valued compared to other on-chain tokens.

Bearish

TECH— Chinese hardware companies, particularly in the automotive sector, are outperforming global competitors, potentially threatening the market position of non-Chinese hardware companies.

Not investment advice.