Episode Details
| Title | Bitcoin’s Macro Status, Ethereum’s Cultural Reset, and Solana’s Growth Risk | Jon Charbonneau |
|---|---|
| Date | 4/28/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is viewed as uniquely positioned and differentiated from other cryptocurrencies, especially after receiving recognition from a major government, likely the US.
- “Once you get a very clear signal from, like, literally the largest, most powerful country in the world that, no. Hey. Bitcoin is the special one. This is just like these are not the same thing. These are just fundamentally different categories.” - John (0:00)
- 🟢 $SOL - 🔒
- 🟢 $CELESTIA - 🔒
- 🟢 $MONAD - 🔒
Bearish:
- 🔻 $ETH - 🔒
- 🔻 $LAYERTWO - 🔒