Episode Details
| Title | Hot IPOs, Coinbase vs Robinhood, and DATs on the Decline | Livestream |
|---|---|
| Date | 8/1/2025 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $COIN - Coinbase is seen as a long-term bet on the shift of capital markets to blockchain technology, positioning it as a key infrastructure player in the future of tokenized financial markets.
- “Coinbase is a bet on the secular technology shift to moving all capital markets on chain.” - David (49:01)
- 🟢 $HOOD - 🔒
- 🟢 $ETF - 🔒
Bearish:
- 🔻 $ZORA - 🔒
- 🔻 $TREASURYCOS - 🔒