Episode Details

Which Crypto Assets Belong in a Reserve? This VC Says Not XRP and ADA - Ep. 796
3/7/2025
Unchained

Key Insights

Bullish:

  • 🟢 $BTC - Bitcoin is viewed as an insurance policy against global fiat currency debasement, with a long-term perspective supporting its role in the market.
    • Bitcoin's role in global markets is different for everybody...The way I've always thought about it for eight plus years is that it's an insurance policy against instances of global fiat debasement.” - David (20:15)
  • 🟢 $DEFI - 🔒
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  • 🟢 $ASSETTOKEN - 🔒
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Bearish:

  • 🔻 $XRP - 🔒
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  • 🔻 $ADA - 🔒
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