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Ryan Adams

👤 Speaker
2103 total appearances

Appearances Over Time

Podcast Appearances

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

A little bit.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

It feels like...

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

buying Bitcoin right now feels like, at least in 2026, a worse play on the NASDAQ at this moment in time.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

It's not going to stay like that, but that's what the regime, that's the regime we're in, unfortunately.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

That's right.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

That's a worse NASDAQ?

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

I don't like saying that.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

I don't think that will always remain true.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

There were some crypto assets that outperformed.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Bitcoin's new framing went from digital gold to a worse NASDAQ.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

That's a terrible brand.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Yeah, you can take that, Michael Saylor.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Take that and run with it.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Zcash, a better NASDAQ though on the week.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Market loves that right now.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

It's pretty impressive, right?

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Yeah, the market cap, this is not fully diluted, but almost 600 million market cap.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

And the market cap Zcash right now, $9.4 billion.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

By the way, did you see Multicoin came out and said, we've been buying Zcash for the last couple of months, ever since Kyle left.

Bankless
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

They're into the store of value trade.