Episode Details
| Title | Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap |
|---|---|
| Date | 6/30/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins are seen as a profitable investment, functioning like money market funds but with unique advantages in yield retention.
- “So you're in this, like, wild situation where you have, you know, stablecoins are basically money market funds. It's a new version of a money market fund where they own t bills and they pass on the yield. But what's unique is that all they don't pass on anything.” - Felix (17:08)
- 🟢 $BTCTREASURY - 🔒
- 🟢 $PREDMKT - 🔒
- 🟢 $MEME - 🔒
Bearish:
- 🔻 $ALTCOINS - 🔒
- 🔻 $DEFI - 🔒