๐ฅ Earning season just got interesting
On Public Keys at the @NYSE with @jennsanasie, Dan Dolev unpacks @Robinhoodappโs 47% crypto revenue drop and 320% surge in events contracts, and previews what matters when @Coinbase reports this week
00:00 Welcome to Public Keys
00:30 Tether Proposes 3-Way Bitcoin Mega-Merger
02:02 Robinhood Earnings: Mizuho's Dan Dolev
03:49 Prediction Markets and Retail Demand
06:13 Robinhood Price Targets: Bull, Base, Bear
07:35 Coinbase Earnings Preview: Take Rates in Focus
10:03 OranjeBTC's Josh Levine on US ADR Launch
13:27 Stablecoins vs Bitcoin as Store of Value
14:54 The Future of Bitcoin Treasury Companies
15:56 Bitcoin Price Outlook: $300K-$500K in 5 Years
17:17 "Zero Bitcoin Is An Active Choice"
19:34 WeFi's Reeve Collins on Visa Partnership
23:20 Tether Co-Founder on Stablecoin Evolution
24:27 Stablecoin Regulation and Yield Wars
27:32 Why Every Ecosystem Will Issue Its Own Coin
Fannie Mae and Freddie Mac investors are underestimating the chances of a public market re-entry from the mortgage giants after a lull in chatter around the names, according to Mizuhoโs Dan Dolev https://t.co/sFFWrG41ck
Mizuho Senior Analyst Dan Dolev weighs in on the "crypto winter" in light of recent earnings reports during an interview on @CNBCโs Closing Bell Overtime. https://t.co/TtTUV6WV7J
Mizuho Senior Equity Research Analyst Dan Dolev joined @CNBCโs โThe Exchangeโ to discuss the pressure facing fintech stocks and more. https://t.co/Ucr0I2kBk6
"Bitcoin is not even an adult yet, you know, it's still a teenager," The Benchmark Company analyst Mark Palmer says, adding: "We're in a very nascent period with regard to AI."
Special edition of Fintech Friday coming up (in the morning) with Wall Street Analyst Dan Dolev to talk $SOFI $HOOD and much more
https://t.co/2CGYeWyQZT
PayPal is partnering with OpenAI. PayPal will become the first digital wallet embedded into ChatGPT.
Mizuho Americas analyst Dan Dolev joins Yahoo Finance to discuss the partnership:
Dan Dolev, senior fintech-analytiker pรฅ Mizuho Group i New York, menar att riskaptiten รคr pรฅ toppnivรฅ just nu infรถr Klarnas notering.
Han รคr inte helt sรฅld pรฅ Klarna och anser att konkurrenten Affirm ska vรคrderas betydligt hรถgre.
https://t.co/bjaUFjHxtp
"Everything in this administration and sort of the people that work for the administration have been phenomenal for the [crypto] industry," Mizuho Americas analyst Dan Dolev says.
โPeople are expecting the minting of those coins to go bananas, in reality, itโs been flat, literally since April, thereโs been no growth in those coins,โ Mizuho Americas senior financial technology analyst @ddolev says on $CRCL.
A stablecoin summer?
$CRCL soaring 20% today after the Senate passed the proposed stablecoin legislation.
@mizuho's @ddolev says if rates drop, the stablecoin trade might be over for now.
https://t.co/2zLZYYtPsc
"They're going after the Schwabs and Interactive Brokers of the world and they're doing really, really well" - @Mizuho's @ddolev on Robinhood's earnings results and why it's time to buy the stock https://t.co/CPLz5flYt1