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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 11 WATCH Ray Chan
Head of Content, CoinDesk
Memecoins are evolving into "cultural startups." Bonk is building trading bots and infrastructure, not just a ticker. In a market saturated with 25 million tokens, only "Utility Memes" that generate revenue or build products will survive the rotation. Bonk is pivoting to infrastructure. WATCH. Differentiate between pure gambling memes (AVOID) and infrastructure memes (LONG). Retail fatigue; rotation to new "shiny object" memes. CoinDesk
Inside the Future of Digital Assets at Consen...