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sethginns
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sethginns
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The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play And it will probably be equity-like token soon enough!
The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play
And it will probably be equity-like token soon enough!
sethginns
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SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team
https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
BTC
+0,84%
ETH
+0,56%
sethginns
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Talking markets with @matttpotts https://youtu.be/9si3YUe9ziI @coinfund_io
Talking markets with @matttpotts
https://youtu.be/9si3YUe9ziI
@coinfund_io
sethginns
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Hindsight Narrative: Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
Hindsight Narrative:
Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
ETH
+0,56%
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🚀 $SPCX just crossed Meta in market value. Most people will see a headline. Smart investors ask a different question: What does this say about where capital is flowing next? Space infrastructure is no longer just a government project. It's becoming an investment theme. As launch costs fall and commercial demand grows, the market is starting to price SpaceX as a long-term technology platform—not just a rocket company. Here's what I'm watching: • Institutional interest keeps increasing. • Private market valuations continue to climb. • Space economy is attracting more long-term capital than ever before. This doesn't automatically make every space-related asset a buy. But it does show where investor attention is shifting. The biggest opportunities often appear before the crowd fully understands the trend. Question for you: If SpaceX ever becomes publicly listed... 🔥 Would you buy on Day 1, or wait for the first major correction? 👇 Share your strategy below. $SPCX #BlockStreamAnalytics #SpaceXMarketCapTops$1.613TPassingMeta
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