Episode Details
| Title | Two VCs on Why the 4-Year Cycle Is Dead, DATs & Hyperliquid vs. Binance - Ep. 892 |
|---|---|
| Date | 8/27/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins, particularly those on Ethereum, are seen as a strong investment opportunity due to significant capital inflows and growth potential.
- “Stablecoins are the simple one right now, and people look at the simple pie chart example, most of the stablecoins are on Ethereum right now. And so you can make a simple growth bet, and there's just a lot of flows going into these things” - Jon (1:08:00)
- 🟢 $BTC - 🔒
- 🟢 $HYPERLIQUID - 🔒
- 🟢 $DEX - 🔒
- 🟢 $ARC - 🔒
Bearish:
- 🔻 $BINANCE - 🔒