Additionally, would like to give a special shoutout to @GLC_Research in suggesting the format / making it happen in such short order. One of the buyside research accounts we track in the space =)
🔈BidCast - New Interview with @0xkyle__ of @DeFianceCapital on his $MNT thesis, as well as jamming on $BNB, $HYPE, $PUMP, $ZRO & more:
📌The bull case for $MNT and why the $5 target
📌How to think thru Bybit pivot to empowering $MNT
📌What we think of exchanges like $BNB and $HYPE
📌Thoughts on bull case for other names like $PUMP, $ZRO, $CARDS, and more
Timestamps 👇
00:00 Opening
00:53 Market Dynamics and Liquidation Cascades
03:58 The Rise of MNT and Leadership Changes
06:49 Equity vs. Token Value: A Deep Dive
09:58 Catalysts for Growth and Market Sentiment
12:46 The Competitive Landscape of Exchanges
15:45 Treasury Management and Future Strategies
19:07 Investment Categories in Crypto
21:54 The Future of MNT and Price Predictions
32:09 Market Insights on MNT and BNB
35:45 Evaluating Hyperliquid's Market Position
40:30 Navigating Market Trends and Future Predictions on PUMP
46:28 Investment Theses on Names Like CARDS and ZRO
52:34 The Future of BNB and Market Expansion
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