Alt Season, Zcash, Collectibles & The Tokenization Trade

Bitcoin no longer has a monopoly on crypto’s bull case.

This week, the team asks whether revenue-generating tokens, Zcash, and onchain collectibles can sustain value beyond Bitcoin.

We also dig into why lending markets and neobanks may benefit more from tokenized assets than spot trading venues. Enjoy!

TIMESTAMPS:

00:00 Intro

01:03 Can Alts Keep Outperforming Bitcoin?

05:01 SEC Clears The Way For Buybacks

11:58 Is Altseason Already Here?

17:02 Why Bitcoin Dominance Could Fall

23:41 How Many Stores Of Value?

31:18 Why Collectibles Work Onchain

34:58 Can Collectibles Go Mainstream?