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Feb 18
|
|
$81.61
$81.88
+0.3%
|
LONG
|
Austin Campbell
Founder, Zero Knowledge Group; Co-host Bits+Bips (Unchained); Adj. Prof. NYU Stern
|
AI agents perform vast numbers of micro-transactions. The market is coalescing around "US dollar stablecoins" as the currency and high-throughput chains for settlement. Bitcoin is explicitly deemed "not well-designed" for this use case. As AI agents begin transacting autonomously, transaction volume will explode. This volume flows to the issuers of the currency (Coinbase/Circle) and the most efficient networks (Solana). LONG. Bet on the infrastructure that facilitates the "Agentic Economy." Regulatory crackdowns on stablecoins or a shift to CBDCs. |
Unchained (Chopping Block)
Why $700 Billion in AI CapEx Could Be the Nex...
|
|
Feb 16
|
|
$86.45
$81.88
-5.3%
|
LONG
|
Zach Pandl
Grayscale
|
Zack states investors should focus on "mega trends" in crypto: Regulatory clarity driving Stablecoins/Tokenization, and "The 3 Ps" (Privacy, Prediction Markets, Perpetual Futures). He explicitly names Ethereum, Solana, Chainlink, Zcash, and Hyperliquid as beneficiaries. While the broader market is de-risking, capital will concentrate in protocols that provide the infrastructure for these specific high-growth verticals. ETH/SOL/LINK capture the tokenization/stablecoin layer, while ZEC/HYPE capture the innovation in privacy and derivatives. LONG these specific assets as structural winners of the "Differentiation Trade." Continued correlation with the broader Tech/Growth equity sell-off. |
Unchained (Chopping Block)
Does Bitcoin Win or Lose In The Great AI-Tech...
|
|
Feb 15
|
|
$86.16
$81.88
-5.0%
|
WATCH
|
Luca Netz
CEO, Pudgy Penguins (Igloo Inc.)
|
LayerZero's new chain targets the exact niche Solana dominates: high-throughput, low-latency execution for AI agents and high-frequency trading. If Zero Chain delivers on its promise of "Solana performance on Raspberry Pi hardware," it attacks Solana's primary moat (speed) while solving its primary weakness (validator centralization/hardware costs). WATCH SOL for market share erosion if ZRO gains traction. Solana's network effects and developer moat are massive and hard to displace. |
Unchained (Chopping Block)
No Altcoin Season? Tell That to the TradFi Pl...
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|
Feb 14
|
|
$88.06
$81.88
-7.0%
|
LONG
|
Synoptic
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toly 🇺🇸 (@toly)
Based https://t.co/4f2KTkvNvv
Tweet Link |
Synoptic - Finance News
toly 🇺🇸 (@toly)
Based https://t.co/4f2KTkvNvv...
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Feb 12
|
|
$78.40
$81.88
+4.4%
|
LONG
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Zach Pandl
Grayscale
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Bitcoin is trading like speculative tech, not gold. The "differentiation trade" involves allocating to assets tied to "mega trends": Tokenization, Stablecoins, and the "Three Ps" (Privacy, Prediction Markets, Perps). As the market matures, capital will flow to assets that provide the "rails" for these trends. Smart contract platforms (ETH, SOL) and middleware (LINK) are the direct beneficiaries of stablecoin and tokenization adoption, potentially decoupling from BTC's price action. LONG. Focus on utility and infrastructure over pure store-of-value assets. Continued high correlation with the broader tech sector (Nasdaq/QQQ). |
Unchained (Chopping Block)
Coinbase Earnings, Bitcoin vs Tech, and Crypt...
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|
Feb 12
|
|
$78.40
$81.88
+4.4%
|
LONG
|
Jennifer Ilq
President, ICE Futures US
|
ICE is launching single-token futures contracts specifically for Bitcoin, Ether, Solana, BNB, and Ripple. Institutional capital (pensions, endowments) requires regulated infrastructure to enter an asset class. By listing these specific five assets on a regulated US exchange (ICE), they are effectively "whitelisted" for institutional portfolios. This creates a structural bid as these assets graduate from "speculative retail" to "institutional investable." LONG the underlying assets as liquidity deepens and spreads tighten due to institutional hedging capabilities. Regulatory reversal or lack of volume in the futures contracts leading to delisting. |
CoinDesk
ICE Goes Live With Futures Tied to CoinDesk I...
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|
Feb 12
|
|
$78.40
$81.88
+4.4%
|
LONG
|
Anthony Scaramucci
Founder and Managing Partner, SkyBridge Capital
|
"Meme coins have fortified the case to use Solana for real world assets... look at the transaction speeds... Solana is an anti-fragile layer one." While meme coins themselves are "garbage," the massive volume they generated acted as a successful stress test for the network. This proves to institutions that Solana can handle high-throughput Real World Assets (RWA) and settlement faster than the traditional T+1 banking system (the "Uber" vs. "Taxi" argument). LONG Solana as the infrastructure play for future financial settlement. Network outages or regulatory crackdowns on the specific ecosystem. |
CoinDesk
Anthony Scaramucci Predicts $150K BTC by Year...
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|
Feb 11
|
|
$79.30
$81.88
+3.3%
|
LONG
|
Anthony Scaramucci
Founder and Managing Partner, SkyBridge Capital
|
Scaramucci calls Solana "anti-fragile" and notes it handled massive throughput during the "Trump coin" mania. Evan Cheng notes Sui is the first non-EVM chain to get a full Coinbase integration and emphasizes "T+0" settlement for TradFi. In the race for "Internet Capital Markets," institutions require speed and low cost. Solana and Sui are winning the technical narrative for high-frequency TradFi integration over legacy chains, positioning them as the rails for RWA (Real World Assets). LONG. These L1s are capturing the "execution layer" value of the new financial stack. Network outages (Solana) or lack of developer traction compared to EVM (Sui). |
CoinDesk
Inside the Future of Digital Assets at Consen...
|
|
Feb 11
|
|
$79.30
$81.88
+3.3%
|
WATCH
|
Chris Perkins
President, CoinFund
|
Chris states Solana has a "conundrum" because they built for spot (NASDAQ) but Hyperliquid is winning derivatives. While Solana has strong adoption in DePIN and payments, losing the derivatives market is a structural weakness in financial market plumbing. They must "solve for derivatives" to maintain their valuation premium. Watch Solana to see if they can recapture derivatives volume; otherwise, they risk losing the "financial hub" narrative. Hyperliquid continues to siphon liquidity, reducing SOL's fee generation. |
Unchained (Chopping Block)
Would BlackRock Try to Save Bitcoin From the ...
|
|
Feb 11
|
|
$79.30
$81.88
+3.3%
|
WATCH
|
Luca Netz
Guest
|
LayerZero's new chain targets the exact same value proposition as Solana (high speed, low cost) but with lighter hardware requirements. Solana's moat is its performance. If a new chain (Zero) offers better performance with lower hardware barriers (decentralization), capital may rotate out of SOL into the newer, higher-beta infrastructure play. WATCH. Monitor if AI Agent projects deploy on Zero instead of Solana. Solana's network effects and liquidity are deeply entrenched; "better tech" often fails against "better distribution." |
Unchained (Chopping Block)
BlackRock on Uniswap, Chain Wars, and AI Agen...
|
|
Feb 10
|
|
$82.99
$81.88
-1.3%
|
WATCH
|
Brian Pellegrino
Co-founder & CEO, LayerZero Labs
|
"Solana etc. is basically reduce the number of nodes and increase the requirements of the nodes... we don't think either of those is the way that you actually want to be able to scale a system long term." The "Zero" blockchain is explicitly targeting the market share of high-throughput monolithic chains. Pellegrino argues that Solana (SOL) and Aptos (APT) rely on centralization or massive hardware costs to achieve speed. If Zero delivers 2M TPS on consumer hardware via ZK compression, it invalidates the "hardware-intensive" scaling thesis of SOL/APT/SUI, potentially draining their developer mindshare and TVL. WATCH. If Zero's mainnet benchmarks hold up in September, it poses a competitive threat to the valuation premiums of current high-speed L1s. Zero may be "vaporware" or theoretical; Solana's network effect is already entrenched and hard to displace. |
Unchained (Chopping Block)
2 Million TPS Without Centralization? How Lay...
|
|
Feb 09
|
|
$86.77
$81.88
-5.6%
|
LONG
|
Christian Lopez
Head of Blockchain and Digital Assets at Cohen & Company Capital Markets
|
The DTCC is doing a pilot project for tokenization with Canton Network and is "probably going to do some pilots with Ethereum and with Solana as well." The tokenization of Real World Assets (equities, stocks) is the "end game" for financial markets. If the DTCC (the backbone of US clearing) is testing specifically on Ethereum and Solana, these chains become the likely infrastructure layer for trillions in traditional assets. Long the underlying L1s (ETH/SOL) as they are being validated by the most critical financial utility in the US. The DTCC chooses a private/permissioned ledger instead of public chains. |
The Block
From Coinbase Superbowl ad to upcoming earnin...
|
|
Feb 05
|
|
$78.35
$81.88
+4.5%
|
LONG
|
Thread Guy
Crypto Commentator / Streamer
|
Bitcoin has crashed from 97k to 63k in a straight line with zero bid. Sentiment is at "suicide watch" levels, similar to the FTX bottom in 2022. The host argues that market participants are reacting to price rather than fundamentals. If the "AI + Crypto" bubble thesis is valid for the next decade, this crash represents a "game selection" opportunity where simply surviving and buying the blood leads to outsized returns. The asset class is not dead; it is flushing leverage. LONG. Accumulate during extreme fear ("pick up dead bodies"). Bitcoin could be front-running a recession, meaning equities have not yet bottomed, which would drag crypto lower in the short term. |
Thread Guy
Bitcoin is 63K!? Crypto is FINISHED? - Market...
|
|
Feb 05
|
|
$78.35
$81.88
+4.5%
|
WATCH
|
Katie Stockton
Founder, Fairlead Strategies
|
Altcoins like Solana are trading in lockstep with Bitcoin but with higher beta. They have no independent price history to form long-term support levels like stocks. When Bitcoin signals a tactical bottom, Altcoins will likely outperform on the percentage gain (the "rubber band" effect). The trade is to use Bitcoin as the signal generator but execute the trade via Alts for alpha. WATCH. Prepare to buy high-quality Alts (SOL) the moment Bitcoin confirms a daily momentum reversal. If Bitcoin fails to hold $66k-$70k, Alts will suffer disproportionate losses due to thinner liquidity. |
Unchained (Chopping Block)
Bitcoin Is Deeply Oversold. Does That Mean th...
|
|
Feb 05
|
|
$78.35
$81.88
+4.5%
|
LONG
|
—
|
David Sacks was appointed "Crypto Czar" and is credited with passing the "Genius Act." The host notes, "I think he's an investor in Solana." While the Trump family is extracting value via scams, David Sacks is the actual operator passing legislation. If the architect of US crypto policy is a known Solana bull/investor, regulatory tailwinds will disproportionately favor the SOL ecosystem over others. LONG. Sacks is described as the industry's "bright spot." General market beta drag if Bitcoin continues to drop. |
Thread Guy
The Trump Family Just ENDED Crypto.
|
|
Feb 04
|
|
$92.12
$81.88
-11.1%
|
LONG
|
Thread Guy
Crypto Commentator / Streamer
|
Sentiment is dead ("Infra is dead"). However, ThreadGuy posits that if "Agentic Commerce" (AI agents using crypto wallets) is real, it happens on Solana due to speed/cost. The market is pricing Solana as a "memecoin casino," ignoring the potential pivot to AI agent rails. If AI agents need to transact autonomously, they will use the most performant chain. LONG. A bet on the intersection of the AI bubble and Crypto utility. Solana is technically breaking down; "The FOMO App" (cross-chain trading) eroding L1 moats. |
Thread Guy
Crypto has CRASHED. Is it OVER? Will it bounc...
|
|
Feb 04
|
|
$92.12
$81.88
-11.1%
|
LONG
|
Chris Giancarlo
Regulatory & Market Structure Expert (Likely Chris Giancarlo contextually)
|
"It does feel to me like the market is bottoming... prices are a lot lower... risk reward looks better." The "10/10" crash flushed out leverage and retail tourists. Sentiment is at rock bottom ("Bitcoin's obituary"). Historically, when retail leaves and institutions/regulators (Warsh/Bessent) step in with favorable policy, it marks the cyclical bottom. LONG. "Just wait" is the strategy. The flush is complete, and the regulatory setup is the best it has ever been. A second leg down if the "10/10" structural damage (bad debt) isn't fully resolved. |
Unchained (Chopping Block)
Crypto Markets Are Down Bad. Are DATs to Blam...
|
|
Feb 04
|
|
$92.12
$81.88
-11.1%
|
LONG
|
Kain Warwick
Founder of Infinex / Founder of Synthetix
|
Warwick states Infinex is built for a "multi-chain world" where Solana is a "real thing," and mentions supporting upcoming chains like MegaETH and Monad. He notes they use "Sunrise" for liquidity provisioning on Solana. The "Super App" removes the tribalism and friction of specific chains. By abstracting gas (paying gas for the user), Infinex increases the velocity of money across *all* integrated L1s. A successful super app is bullish for the underlying infrastructure it sits on top of, as it removes the "bridging barrier" that currently keeps liquidity siloed. Long the L1 infrastructure basket. Commoditization of L1 blockspace; technical exploits in the bridging/aggregation layer. |
The Block
The case for a crypto super app in a multi-ch...
|
|
Feb 03
|
|
$97.89
$81.88
-16.4%
|
AVOID
|
Thread Guy
Crypto Commentator / Streamer
|
BTC is at 76k but looks "heavy." ETH looks "terrible." SOL looks "worse." The speaker notes that the "Trump Trade" narrative has soured, and Bitcoin is currently acting as "Epstein Beta" (correlated to US political instability). Bitcoin has failed to decouple from US political risk. With the Trump administration viewed as "extractive" (launching grift coins) rather than supportive, and the macro rotation favoring physical atoms (metals) over bits (crypto), there is no immediate bid for majors. Avoid until market structure repairs or decoupling occurs. A sudden "God Candle" driven by sovereign adoption or unexpected regulatory clarity. |
Thread Guy
Trump RUINED Crypto..? + Market Updates & New...
|
|
Feb 01
|
|
$100.79
$81.88
-18.8%
|
LONG
|
Evgeny Gaevoy
CEO and Founder, Wintermute
|
"Liquidity concentrated in the mega cap tokens primarily Bitcoin and ETH... or maybe Solana." He adds, "I'm still cautiously optimistic that it will start recapturing the mind share closer to the midyear." The "Casino" era of crypto (meme coins) has collapsed due to dilution. Capital is engaging in a "flight to quality" within the ecosystem. While currently rangebound (boring), these assets are the only ones with sufficient liquidity to absorb institutional flows when interest returns in mid-2026. LONG (Accumulate during rangebound chop). Market structure bill fails to pass; mindshare remains stuck in AI/Commodities longer than expected. |
Unchained (Chopping Block)
Looking for Gains Right Now? Crypto Isn’t the...
|
|
Jan 29
|
|
$117.82
$81.88
-30.5%
|
AVOID
|
Thread Guy
Crypto Commentator / Streamer
|
Bitcoin is trading at $83k (contextually low in this 2026 timeline) and forming lower highs. ThreadGuy states, "Crypto is not even part of the conversation" regarding the flight to safety. The narrative has broken. If the macro trade is "Sell US Exposure," and Bitcoin is now viewed as a proxy for the US (due to Trump's endorsement), Bitcoin suffers alongside US Treasuries rather than acting as a hedge against them. AVOID. The asset class lacks a clear narrative driver until the "Sell US" trade exhausts itself. A sudden reversal in US liquidity policy or a specific crypto-native catalyst (like a stablecoin bill passing) could trigger a short squeeze. |
Thread Guy
The KreekCraft Interview - Exposing Roblox's ...
|
|
Jan 29
|
|
$117.82
$81.88
-30.5%
|
LONG
|
Ryan Watkins
Co-founder, Syncracy Capital
|
Watkins explicitly mentions Twitter/X announcing integrations with Solana (e.g., "hashtags," minting NFTs) and the potential for stablecoin payments on platforms like X or WhatsApp. As Web2 giants (Social Media, Fintech) finally integrate crypto rails after the 2025 regulatory clarity, they will choose high-throughput chains that are already leading. Solana is the named beneficiary of these specific Web2 integrations. Long. It benefits from the "inevitability" of stablecoin/payment adoption. Web2 companies might opt to build their own proprietary L2s or blockchains instead of using public chains like Solana. |
Unchained (Chopping Block)
Why Crypto Expectations Are Low but the Poten...
|
|
Jan 27
|
|
$127.19
$81.88
-35.6%
|
LONG
|
Thread Guy
Crypto Commentator / Streamer
|
A viral TikTok meme ("The Penguin") launched on Solana and hit ~$150M market cap, generating six-figure profits for traders. As long as a viral internet meme can be tokenized on Solana and reach a $10M+ valuation, the "casino" is open. This activity drives SOL demand and proves "Product Market Fit" for crypto as the money of the internet. LONG. The success of PENGUIN signals that retail speculation is returning to Solana onchain markets. PVP (Player vs Player) market dynamics where liquidity rotates too fast to catch; rapid drawdowns in meme assets. |
Thread Guy
Bitcoin is about to PUMP...? Crypto Onchain i...
|