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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 10 LONG Changpeng Zhao
Founder & Former CEO, Binance
CZ states the Biden administration "declared war on crypto" and was "hostile," but the new incoming administration represents a "180-degree change." He notes that for the US to be the crypto capital, it cannot exclude the largest players. The regulatory headwinds that suppressed crypto valuations and stifled US-based innovation are turning into tailwinds. A friendly DOJ/SEC environment reduces legal risk premiums for major assets and US-domiciled exchanges. LONG. The removal of existential regulatory threat is a massive repricing event for the entire sector. The new administration fails to pass concrete legislative frameworks; regulatory clarity takes longer than anticipated. All-In Podcast
Binance CEO: 4 Months in Prison, $4 Billion F...