Bullish:

• 🟢 $ETH - Positive outlook on ETH ETFs and DeFi protocols.
  • “The prediction that I've had is, like, ETF and Bitcoin flows are gonna be basically the same... we're at 50% today, and I would expect that to be roughly kind of the base case for what the flow percentage will be.” - Vance (0:00)
  • “It's been a smashing success for the ETH ETF... it feels like the mini trusts are also absorbing and helping at least some of that flow to get out.” - Vance (0:00)
  • “Uniswap had a couple of fee switch proposals this year... it got further and further along than it has in the past.” - Michael (0:00)
  • “The Aave Nomics revamp... there's a road. You know, there's a line of sight to that actually happening.” - Michael (0:00)
  • “I think the worst of all worlds is kind of what we're doing currently... coin should launch no higher than, like, a few 1,000,000,000 and give people a shot to be early.” - Vance (0:00)
  • “I think there's some real desire from some of these more established DeFi protocols that do have functioning DAOs and real cash flows to signal to token holders that, hey... there's a line of sight to that actually happening.” - Michael (0:00)
  • “The ETH ETF... it's very, very positive.” - Vance (0:00)🔒
• 🟢 $BTC - 🔒

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