| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG |
Brian Armstrong
CEO of Coinbase |
"Coinbase is buying Bitcoin. We're buying our own stock back... Coinbase is actually powering infrastructure for five of the largest banks in the world right now." Management is signaling deep value at current price levels through share repurchases. Furthermore, the pivot from pure retail trading fees to B2B infrastructure for "Traditional Banks" creates a stickier, institutional revenue stream that the market may be undervaluing. Long COIN as a dual bet on retail crypto recovery and institutional banking integration. Failure of the market structure bill to pass; continued compression of trading fees. | 0:16 | |
| LONG |
Bernie Moreno
U.S. Senator (R-Ohio) |
"If I had money to put in the market today, I would buy Bitcoin... I would absolutely buy Bitcoin today instead of Gold." A sitting U.S. Senator involved in financial legislation is explicitly endorsing Bitcoin over the traditional safe haven (Gold). This signals a legislative tailwind that views Bitcoin not as a threat, but as a strategic asset to be encouraged. Long BTC as the preferred store-of-value asset for the current political administration. Macro liquidity shocks; delay in legislative clarity. | 0:11 | |
| LONG |
Bernie Moreno
U.S. Senator (R-Ohio) |
"This is the best thing that could happen for the US Dollar because it dollarizes the world. It creates massive competition for Treasuries... giving Americans more rewards for being able to have cash on reserve." The legislative push is to allow stablecoins to pay yield (rewards). If passed, this transforms stablecoins from passive transaction vehicles into yield-bearing cash equivalents, likely driving massive adoption and increasing the "velocity of money." Long the Stablecoin sector (issuers and infrastructure) as they become authorized competitors to traditional savings accounts. Banking lobby resistance to deposit flight; strict capital requirement regulations. | 0:53 | |
| LONG |
Brian Armstrong
CEO of Coinbase |
"The CFTC has exclusive authority over these types of contracts... Coinbase has been building out what we call the everything exchange... We also launched prediction markets." Despite state-level attempts to ban prediction markets as "gambling," the CFTC is stepping in to claim federal jurisdiction. This regulatory cover allows major compliant exchanges (like Coinbase) to enter the sector, legitimizing it as a financial derivative rather than a casino game. Long Prediction Markets infrastructure and platforms. Supreme Court challenges regarding state preemption; potential reversal of CFTC stance. | 8:24 | |
| LONG |
Brian Armstrong
CEO of Coinbase |
"The smartest financial service institutions out there and banks are leaning into this... They're all hiring for crypto and blockchain product managers." Large banks are not ignoring crypto; they are building the backend to capture the asset class. Banks that successfully integrate with providers (like Coinbase) will retain deposits that might otherwise flee to DeFi, while gaining new fee streams. Long forward-thinking major banks integrating blockchain rails. Regulatory crackdown preventing banks from holding crypto on balance sheets (SAB 121 issues). | — |