The Chopping Block: Aave Civil War + Flow Hack + Coinbase Super-App - Ep. 993 – Unchained

The Chopping Block: Aave Civil War + Flow Hack + Coinbase Super-App - Ep. 993 – Unchained

Bullish:

$INFRA - Blockchain infrastructure costs are creating barriers to entry, favoring established players with proper infrastructure funding.
$SOL - Solana emerging as a winner in the consolidation of Layer 1 blockchains as smaller chains fail.
$ETH - Ethereum positioned as stable infrastructure choice for applications avoiding chain-specific risks.

Bearish:

$AAVE - Ongoing civil war between Aave DAO and Aave Labs creating governance uncertainty and potential token pressure.
$LAYERONE - Smaller L1 chains facing existential threats as bridges disconnect and infrastructure providers abandon them.
$COIN - Coinbase's expansion into stock trading faces structural headwinds with smaller addressable market than competitors.