was going down a rabbit hole on MiCA licensing winners and fell straight into this.
Nexo just partnered with Tangany and DLT Finance to push deeper into Europe, right as the continent is handing out regulated crypto licenses like they actually matter. same window, they launched a crypto card in Argentina. two different continents, same month.
here's my read: $NEXO at $0.7025 is being priced like a dormant lending product, not like a company running a live card in LatAm AND building compliant EU rails simultaneously. that mismatch is the whole trade.
i think NEXO grinds higher from here as long as the EU expansion keeps producing named institutional partners. Tangany and DLT Finance are real counterparties, not vaporware announcements. that's the kind of detail that turns a chart into a story.
what proves me wrong is simple: if the next quarter brings no further EU licensing news and the Argentina card gets quiet, the $0.70 range is a ceiling, not a floor.
#Nexo
Nexo just partnered with Tangany and DLT Finance to push deeper into Europe, right as the continent is handing out regulated crypto licenses like they actually matter. same window, they launched a crypto card in Argentina. two different continents, same month.
here's my read: $NEXO at $0.7025 is being priced like a dormant lending product, not like a company running a live card in LatAm AND building compliant EU rails simultaneously. that mismatch is the whole trade.
i think NEXO grinds higher from here as long as the EU expansion keeps producing named institutional partners. Tangany and DLT Finance are real counterparties, not vaporware announcements. that's the kind of detail that turns a chart into a story.
what proves me wrong is simple: if the next quarter brings no further EU licensing news and the Argentina card gets quiet, the $0.70 range is a ceiling, not a floor.
#Nexo