Episode Details

Jupiter’s Dominance, SAB 121 Repealed, and XMoney | Analyst Round Table
1/30/2025
0xResearch

Key Insights

Bullish:

  • 🟢 $STABLES - Stablecoins are likely to see increased adoption and growth, particularly USDC, due to favorable regulatory environment and market trends.
    • I think, like, first order is, like, stable coins. That was very clear to me. Like, when you go through the purposes of the executive order, you see, like, promoting and protecting the sovereignty of the United States dollar.” - Daniel (8:00)
    • Like, over the past month, like, USDC supply is up about 20% to 52,000,000,000. These are levels not seen since, August 2022. Like, you see USDC supply in Solana is up more than 2 x in the past month.” - Daniel (8:00)
  • 🟢 $SOL - 🔒
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  • 🟢 $JUPITER - 🔒
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  • 🟢 $HYPERLIQUID - 🔒
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  • 🟢 $TECHBANK - 🔒
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Bearish:

  • 🔻 $SOLANAPURPS - 🔒
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