Episode Details
| Title | The CFTC’s Policy Shift, HYPE’s Valuation, and the SOL DAT Trade | Livestream |
|---|---|
| Date | 8/29/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $SOL - Solana is expected to benefit from increased institutional inflows, joining BTC and ETH as the only assets with access to traditional finance flows through new investment vehicles like ETFs.
- “I do think like we'll see tailwinds for SOL in terms of structural influence from like Travify, like since 2024, like BTC and E have been the only two assets with access to TradFi flows. Now SOLE is like joining the party as the only other asset, like with that access to institutional flows.” - Carlos (49:13)
- 🟢 $PUMP - 🔒
- 🟢 $GITO - 🔒
- 🟢 $MARINADE - 🔒
- 🟢 $DOUBLEZERO - 🔒