Episode Details
| Title | Bitcoin’s Institutional Bid, Solana’s Memecoin Fallout, and HyperEVM | Analyst Round Table |
|---|---|
| Date | 2/20/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Significant institutional adoption of Bitcoin through ETFs, as evidenced by large hedge funds taking substantial positions.
- “Bitcoin was their largest stock slash ETF position in the entire portfolio of 3,000 names. So one of the largest hedge funds in the world, they're one of their their largest position is Bitcoin through these, I bet ETFs.” - Marc (38:02)
- 🟢 $CRYPTOETF - 🔒
- 🟢 $HYPERVM - 🔒
- 🟢 $DEFI - 🔒
- 🟢 $LAYERONE - 🔒
Bearish:
- 🔻 $SOL - 🔒