Episode Details

From Tokens to Equities: Crypto’s New Capital Markets | Noah & Felipe
7/10/2025
0xResearch

Key Insights

Bullish:

  • 🟢 $STABLES - There is significant untapped global demand for stablecoins, particularly in emerging markets, as they provide access to US dollar exposure and solve severe problems for many people worldwide.
    • For stable coins, it will be really significant. I think this point's been made many times, but the total amount of available holding demand for US dollars worldwide is huge, and it's a severe problem for people.” - Felipe (23:43)
  • 🟢 $CRYPTOHR - 🔒
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  • 🟢 $CRYPTOEQUITIES - 🔒
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Bearish:

  • 🔻 $TREASURYSTRATEGIES - 🔒
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