Ideas
Avalanche institutional adoption continues anyway.
Avalanche sells solutions to institutions, not just technology, and can replace the entire trade lifecycle stack. Major partners like KKR, BlackRock, and Apollo were already innovating before the Clarity Act failed, and he argues institutions that wait for Washington will not lead; regulatory focus will shift to SEC and CFTC rulemaking, but Avalanche continues building for clients.
Avalanche powers consumer loyalty payments.
Consumer loyalty and payments are a major blockchain use case, and Avalanche's speed, low cost, and modular architecture make it suitable for Live Nation and Insomniac's year-round fan rewards and Rain's stablecoin-powered tap-to-pay cards. This could accelerate consumer payment adoption at festival scale.
Faster L1s will win adoption race.
Ethereum will not become the standard across all 11 economic sectors because it is too slow. Investors now need to bet on faster chains that can handle varying volumes, and he highlights Solana and Avalanche as working examples, with Avalanche's multi-chain advantage potentially attractive to industry and exchanges.
Own Ethereum despite its slowness.
Although Ethereum is too slow to be the universal standard, he will still own some because it has utility and is doing many stablecoin transactions for him; he is rebalancing and adding crypto positions as facts change.
Own power picks-and-shovels for AI.
Power is more valuable than Bitcoin because miners and data centers are repurposing compute for AI and cloud. He wants to own the picks and shovels, invested in BitZero with sub-6-cent/kWh power contracts in Finland and Norway, and is making bets in Alberta, Saskatchewan, and Utah as small modular reactors drive nuclear demand.
Go long uranium on nuclear power.
Uranium is his first long commodity because all roads lead to nuclear power: power demand from AI and compute is rising, small modular reactors and nuclear submarines require uranium, and the coming power buildout needs secure nuclear fuel.
Tokenized S&P access will scale.
Dinari launched the first tokenized S&P 500 ETF for permissionless trading on Pharaoh, Avalanche's DeFi venue, and dShares are the first compliant tokenized stocks in the US. Tokenized securities improve access, enable atomic lending/borrowing, instant settlement, and tax-deferred direct stock swaps; he expects onchain tokenized stock volumes to reach trillions in 2027.
Justin
Group President, Senior Housing Operating Portfolio, Ventas, Inc.
71:54
Avalanche benefits from Asian tokenization.
Avalanche is positioned to benefit from Asian tokenization: Korea's tokenization framework names Avalanche as approved infrastructure, and Ava Labs is pursuing corporate treasury use cases. Hyundai's US-Mexico stablecoin transfer moved USD to USDCD in under seven minutes using Avalanche, Tether, and Axium, which he sees as the beginning of global adoption.
Venice.AI leads private unrestricted AI.
Dragonfly is an investor in Venice.AI, which has been one of the big winners in the crypto cycle over the past month. Venice.AI makes private, unrestricted AI available to anyone without an account, using crypto wallets and stablecoins to access frontier models from anywhere.
Bitcoin likely rallies after Anthropic unlock.
He still sees a good shot for Bitcoin to reach $100K, though he is less confident about a rally by year-end. He expects a rally by the time Anthropic IPO employee unlocks occur six months after IPO, as value transfers from institutions to San Francisco futurists.
Coinbase wins institutional crypto buildout.
Institutional crypto adoption is accelerating, and Coinbase has a privileged position with derivatives execution, prime brokerage, custody, reporting, and controls. The Deribit acquisition unlocks long/short, relative value, volatility arbitrage, index arbitrage, and basis trading at institutional scale, with cross-margining for capital efficiency.
Avalanche embedded finance targets emerging markets.
Avalanche's embedded finance strategy is targeting telecom operators and emerging markets, where mobile-first users lack traditional banking but have phones as identity and payment gateways. Iris's telecom financial network on Avalanche can turn every account into a wallet, every dollar into a stablecoin, and idle balances into yield, replacing incumbent stacks with a digital stack.
This CoinDesk video, published September 18, 2026,
features Charlie Cooper, Dominic Carbonero, Kevin O'Leary, Gabriel A, Justin, Haseeb Qureshi, Justin Davda, John Nihas
discussing AVAX, SOL, ETH, POWER, BitZero, URA, dShares, VVV, BTC, COIN.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Charlie Cooper,
Dominic Carbonero,
Kevin O'Leary,
Gabriel A,
Justin,
Haseeb Qureshi,
Justin Davda,
John Nihas
· Tickers:
AVAX,
SOL,
ETH,
POWER,
BitZero,
URA,
dShares,
VVV,
BTC,
COIN
