Episode Details

Building a Crypto Portfolio for 2025 | Dan Matuszewski & Roshun Patel
12/17/2024
Empire โ†—

Key Insights

Bullish:

  • ๐ŸŸข $CRYPTOIPOS - Anticipation of crypto company IPOs, particularly for well-funded companies valued over $1 billion that have been unable to go public previously.
    • โ€œI think you're gonna finally see some of these names that have been, like, hung up that are, like, at pretty big valuations, like, push out finally. Like, there's, like I don't know. There's probably, like, 15 crypto companies that are, like, well north of a $1,000,000,000 that just, like, haven't been able to get public.โ€ - Dan (56:37)
  • ๐ŸŸข $SOL - ๐Ÿ”’
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  • ๐ŸŸข $BTC - ๐Ÿ”’
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  • ๐ŸŸข $ETHBTC - ๐Ÿ”’
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  • ๐ŸŸข $LAYERONE - ๐Ÿ”’
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Bearish:

  • ๐Ÿ”ป $MEME - ๐Ÿ”’
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