FULL PANEL: Crypto's Comeback: Are You Holding The Wrong Coins?
@zeroxkyle @Tradermayne @DefinitiveFi @therollupco @breakoutprop @DefiLlama
Timestamps:
0:00 Introductions
1:22 Asset Selection in the New Regime
1:31 When Does Revenue Starts to Matter?
4:05 Is Zcash Overvalued?
7:04 Buybacks and Exogenous Demand
9:29 The Barbell Portfolio
17:18 Investing in the Tokenization Supercycle
22:37 Reading the Market From Here
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