Episode Details
| Title | PUMP’s Performance, Arbitrum DeFi, and Zora’s Rebirth | Livestream |
|---|---|
| Date | 7/25/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $HNT - Helium is seen as a promising project with significant real-world adoption and revenue generation, particularly noting AT&T as a paying customer.
- “Helium is also a special story in that, man, like, that's probably the project with the most, like, real world PMF. Like, that's, like, not, inward looking, like, crypto only. There's, like, some like, AT and T is paying them money, like, meaningful amounts of money.” - James (1:47:23)
- 🟢 $BTC - 🔒
- 🟢 $ENA - 🔒
- 🟢 $LAYERTWO - 🔒
- 🟢 $DEFI - 🔒
- 🟢 $MEME - 🔒
Bearish:
- 🔻 $SOL - 🔒