| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG |
John D'Agostino
Coinbase Institutional |
The speaker states that $100,000 was an "emotional break point" where long-term holders deleveraged, and that current volatility is driven by "emotional break points" rather than structural failure. He maintains a "long-term bullish outlook." When price drops are attributed to psychological profit-taking (deleveraging after hitting $100k) rather than a change in asset utility, the pullback represents a consolidation phase within a secular bull market. LONG. The thesis suggests the current dip is a technical reset, offering a buying opportunity for long-term horizons. Continued momentum-based selling could push prices through lower support "handles" (e.g., $80k, $60k). | 0:00 | |
| LONG |
Rob Hadock
General Partner at Dragonfly Capital |
Haddock states that stablecoins are "probably our number one place where we've put money to work," citing investments in issuers and settlement infrastructure (like Rain with Visa). Venture capital is aggressively funding the "plumbing" of financial markets. If smart money is betting on stablecoins becoming the default settlement layer for major networks like Visa, the sector (and associated infrastructure tokens) will see increased utility and volume. LONG. Follow the institutional capital flow into stablecoin infrastructure. Regulatory crackdowns or failure of the "Clarity Act" to pass. | 2:45 | |
| LONG |
Bernie Moreno
U.S. Senator (R-Ohio) |
Senator Moreno claims the "Clarity Act could become law by April" and explicitly supports "allowing rewards on stable coins." Currently, stablecoins largely do not pass yield to holders due to regulatory ambiguity. If the law changes to allow yield (interest) on stablecoins, they become superior to cash deposits for the average consumer, driving massive adoption and liquidity into the ecosystem. LONG. A legislative catalyst in April creates a specific timeframe for repricing assets related to compliant stablecoin issuance. Legislative gridlock or a watered-down bill that maintains restrictions on yield. | 2:45 | |
| LONG |
Rob Hadock
General Partner at Dragonfly Capital |
Haddock highlights "the poly markets of the world" as portfolio companies that are "growing and creating that future." Dragonfly Capital is identifying prediction markets not just as gambling venues, but as a part of the "financial revolution" they are underwriting. Institutional backing suggests this sector has staying power beyond election cycles. LONG. The sector is identified as a high-growth vertical by a major VC. Regulatory scrutiny regarding gambling laws in the US. | — | |
| AVOID |
Ryan Baker
Host, CNBC Crypto World |
Baker reports that "Galaxy shares have dropped about 22% monthtodate." The stock is suffering from significant negative momentum in a "risk-off environment." When a crypto-proxy stock underperforms even during weeks where specific assets like XRP are rising, it indicates structural weakness or lack of investor confidence. AVOID. Do not catch the falling knife until momentum stabilizes. A sudden broad crypto market rally could lift all boats, including Galaxy. | — |