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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 12
DOT
$1.28
$1.30 +1.6%
LONG Charles Hoskinson
CEO and Founder of Input Output (Cardano)
"Bitcoin... it will require probably a hard fork... and that's going to be challenging... We do with Cardano, Polka Dot does, Tezos does, everybody who did onchain governance does. It's a six-month conversation for us." As technological threats like Quantum Computing emerge (projected ~2033), rigid blockchains that cannot easily upgrade (Bitcoin) face existential governance risks. Chains with built-in on-chain governance (Cardano, Polkadot, Tezos) can upgrade their cryptographic primitives seamlessly, making them safer long-term infrastructure plays for institutional adoption. LONG (Quality/Governance premium). Network effects of Bitcoin outweigh its technical rigidity; Quantum threat may be further away than predicted. CoinDesk
Charles Hoskinson on Institutional "Federatio...