Bits + Bips: Will Crypto Rise on Liquidity or Will 2026 See Another Washout? - Ep. 988

Bits + Bips: Will Crypto Rise on Liquidity or Will 2026 See Another Washout? - Ep. 988 – Unchained

Mentioned

Bullish

INFRA— Space stocks, robotics, and AI infrastructure are attracting momentum and competing for attention as new high-growth narratives.
AVAX— Avalanche is positioned to be the institutional settlement layer with partnerships like FIS and Intain for asset-backed securities.
STABLES— Stablecoins are becoming the new net interest income model for exchanges and platforms, with massive revenue potential.
COIN— Coinbase has structural advantages in KYC/compliance and is positioning as a super app with curation capabilities.

Bearish

BTC— Bitcoin facing headwinds from competing momentum narratives, oversupply of tokens, and lack of new demand despite improved regulatory environment.
CRYPTO— Crypto market facing oversupply of tokens, lack of incremental demand, and competition from other high-beta asset classes.
HOOD— Robinhood facing intense competition in super app space with expensive valuation at 55x earnings.
LAYERTWO— Layer 2s and alternative L1s facing consolidation pressure with too much fragmentation and competition.

Not investment advice.