
by Blockworks
101 episodes

Consider investing in Bitcoin Treasury companies like MicroStrategy (MSTR), which offer Bitcoin exposure through traditional stock exchanges and are seen as a major growth theme. The entry of FinTech firms like Robinhood (HOOD) into crypto is a significant trend that could drive new revenue for these stocks while threatening existing DeFi applications. For crypto-native investments, focus on "serious" DeFi protocols with proven business models like Aave (AAVE) or niche platforms generating substantial revenue. Exercise caution with the general altcoin market, as capital flows currently favor assets with clear cash flows or regulated products like ETFs. Ultimately, holding Bitcoin (BTC) itself remains a foundational strategy, as it continues to lead the market and attract institutional capital.