Episode Details

The Foundation for Banking’s Next Evolution | Live From DAS
3/26/2025
Bell Curve β†—

Key Insights

Bullish:

  • 🟒 $REVENUEGENERATINGL1 - There's a predicted shift towards valuing blockchain companies based on revenue generation, utility, and sustainability, moving away from speculative valuations.
    • β€œThere's going to be a a time and a place where it comes where now companies are gonna be valued based on how much revenue they generate. What is the underlying value they provide? What is their utility? How can they stay alive?” - Yves (0:00)
  • 🟒 $PREDICTABLEFEES - πŸ”’
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  • 🟒 $REGULATEDCRYPTO - πŸ”’
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  • 🟒 $VOLTA - πŸ”’
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Bearish:

  • πŸ”» $SPECULATIVEL1 - πŸ”’
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