Episode Details
| Title | Which Types of Crypto Assets Make for Good Treasury Companies? - Ep. 885 |
|---|---|
| Date | 8/12/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins are expected to be one of the fastest-growing themes in payments and crypto, with Athena showing particularly strong growth and potential for value appreciation compared to competitors.
- “Athena is the third largest asset within that category right now, is growing faster than anyone else within the same space. And there's a pretty large, you know, valuation discrepancy between where Athena sits sit out sits out right now and some of those comparisons that we discussed.” - Guy (58:34)
- “Stablecoins are one of those things where I think there's a a strong belief among, you know, many, many people that it is going to be one of the fastest growing themes and and verticals within, you know, payments and and and not just crypto itself.” - Rob (59:16)
- 🟢 $MSTR - 🔒
Bearish:
- 🔻 $CRYPTOTREASURY - 🔒
- 🔻 $ALTCOINS - 🔒