Episode Details

Crypto’s New Era: Regulation, Breakout Apps, and TradFi’s Impact | Jon Charbonneau
7/3/2025
0xResearch

Key Insights

Bullish:

  • 🟢 $HYPERLIQUID - Hyperliquid is seen as an attractive investment due to its reasonable valuation relative to its substantial revenue, making almost a billion dollars a year.
    • Highgrove is actually, like, one of the few, that, like, actually has a more I would say, like, actually more reasonable multiple on it. Like, it's making almost, like, a billion dollars a year. It's just a lot of money.” - Jon (37:18)
  • 🟢 $SOL - 🔒
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  • 🟢 $PREDMKT - 🔒
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  • 🟢 $MEME - 🔒
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  • 🟢 $BASE - 🔒
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Bearish:

  • 🔻 $REVTOKEN - 🔒
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