Episode Details
| Title | Live From DAS: Building Empirical Valuation Frameworks For Digital Assets |
|---|---|
| Date | 3/25/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $CRYPTOEQUITIES - Pivot towards crypto-related equities due to more applicable traditional valuation metrics, with Coinbase mentioned as a potential core position.
- “We've pivoted more to, equities, frankly, where, you know, traditional valuation metrics are, more applicable” - Matthew (6:15)
- “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 (18:15)
- 🟢 $SOL - 🔒
- 🟢 $ETH - 🔒
Bearish:
- 🔻 $ALTCOINS - 🔒
- 🔻 $LAYERONE - 🔒
- 🔻 $LAYERTWO - 🔒