Episode Details

Where Are We In The Cycle?
2/7/2025
Empire β†—

Key Insights

Bullish:

  • 🟒 $STABLES - Stablecoins are seen as a transformative and exciting category in the crypto industry, with potential for long-term growth and innovation.
    • β€œStablecoins are the sexiest thing in this industry and Deepen. But Stablecoins, like, are an amazing category. And if we just stopped innovating there, there's enough reasons to be excited, and there's enough reasons to, like, take a long term view in this industry” - Santi (45:34)
    • β€œNow you talk to Nick Van Eck who's building Agora or USDC who is now sharing some of that, and they're doing that work for you. That that fundamentally transforms the the consumer experience and the savings rate” - Santi (52:34)
    • β€œTether hits 13,000,000,000 in profits in 2024. That's not top line revenue, folks. That's 13,000,000,000 in profits.” - Jason (54:09)
  • 🟒 $FINTECHSTABLES - πŸ”’
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  • 🟒 $UNI - πŸ”’
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  • 🟒 $SOL - πŸ”’
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Bearish:

  • πŸ”» $MEME - πŸ”’
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