Hundreds of trillions in assets from traditional finance are moving onchain.
In his EthCC keynote, @SergeyNazarov explains why builders should be focused on this opportunity ↓
10 baggers aren't sitting at a $500B market cap, they are sitting under $5B with a growth plan still being actively executed.
These companies bring something different to industries begging for innovation.
Here are some of the most interesting businesses today under a $5B market cap:
1/ $ZETA
If you want to invest in a first mover of a space, $ZETA is the company.
They built their AI tech stack marketing platform 7 years ago. While other competitors are currently piecing together their own platforms, $ZETA is pitching a platform that is mature and tuned out.
They will grow by landing large clients (they already have 44% of the Fortune 500), increasing revenue from existing clients (2x'd rev per customer since 2020), and obviously improving the platform.
@MMoney642 Warning: $ZETA has characteristics which have been historically associated with poor future stock performance. ZETA has decelerating momentum and negative EPS revisions when compared to other Information Technology stocks (seekingalpha)
Err... I'm not a fan. If I wanted to be long Ethereum, I'd just buy it outright, rather than a trust/fund.
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Cyclically low... net bullish into August. Gap to the $31s