Episode Details
| Title | Live From DAS: Building Empirical Valuation Frameworks For Digital Assets | Jon & Matthew |
|---|---|
| Date | 3/25/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $COINBASE - Coinbase is viewed as a potential core position in the portfolio, indicating high confidence in the company's prospects within the cryptocurrency ecosystem.
- “We have core positions that could be a 10% plus position. Maybe it's a traditional equity like a Coinbase or a real kind of revenue producing project like an ether, a SOL.” - Matthew (18:25)
- 🟢 $SOL - 🔒
- 🟢 $CRYPTOEQUITIES - 🔒
- 🟢 $ETH - 🔒
Bearish:
- 🔻 $ALTCOINS - 🔒
- 🔻 $LAYERTWO - 🔒