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

Mentioned

$COIN $HOOD $DJIA $ETH $UNI $AAVE $ABNB $SOL

Market views

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.

Not investment advice.