Plasma’s $10B Launch, ASTER Trade Ideas, DAT Insider Crackdown & Jonah's META Thesis

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Sep 30, 2025

This week, the hosts dive into Plasma's $10 billion launch and its potential as a major stablecoin chain, driven by strong partnerships. They explore an intriguing trade idea on Aster, weighing the risks involved. The conversation also touches on the impacts of political sentiment on crypto regulations and investigates insider trading concerns surrounding DATs. As they analyze Bitcoin's market position versus altcoins, they challenge the traditional four-year cycle theory, before wrapping up with a bullish investment thesis for Meta.

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INSIGHT

Plasma's Launch Was Strategically Near-Perfect

Plasma executed a nearly flawless launch and captured massive liquidity quickly via well-aligned incentives.
The project could become a multi-billion dollar stablecoin infrastructure if momentum and execution continue.

INSIGHT

Why Projects Build Their Own Chains

Founders building native chains for valuable products indicates demand for bespoke infrastructure over L2s or ETH mainnet.
A stablecoin-native chain backed by major players could become a global payments backbone.

ADVICE

Prefer Networked Angel Opportunities

Take angel opportunities when they're offered through your network or community access.
Avoid investing in deals where you're only the checking account without special access or insight.

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