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From Downtober to Bullish November? November Crypto Forescast, Solana's ETF Moment, DAT Hype & the Great Consolidation - State of the Trenches

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Manage episode 516939541 series 2889439
Content provided by Frens Validator. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frens Validator or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to State of the Trenches, Episode 1: "November Forecast." We kick off this new weekly series with a deep dive into what's really moving crypto markets as we head into the final stretch of 2025. Is November shaping up to be a bullish rebound after "Downtober"? We break down Solana's historic leap onto Wall Street with Bitwise's record-setting Solana Staking ETF (BSOL), Grayscale's GSOL approval, and Western Union's move to build stablecoin payments on Solana. We also unpack the hype around NEAR's so-called Digital Asset Treasury (and why it's not the same as a true ETF), plus Blockworks' pivot from news to data, the broader wave of industry consolidation with M&A activities surging, and why Bitcoin, Ethereum, and Solana are the only assets truly leading this cycle. Expect real-talk market insights, skepticism where it's due, and an outlook ahead of Devconnect Buenos Aires. No hopium, no fluff: just what's happening in the trenches.

Follow Finality: https://x.com/finality_res

Follow Juri: https://x.com/jurimaibaum

Listen now on Finality: The Business Lens on Decentralized Networks.

DISCLAIMER All information presented in this podcast is meant for informational purposes only and should not be treated as financial, legal, or tax advice. This podcast's content solely reflects the producer's opinion, who is not a financial advisor. Investing in cryptocurrencies is risky.

  continue reading

171 episodes

Artwork
iconShare
 
Manage episode 516939541 series 2889439
Content provided by Frens Validator. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frens Validator or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to State of the Trenches, Episode 1: "November Forecast." We kick off this new weekly series with a deep dive into what's really moving crypto markets as we head into the final stretch of 2025. Is November shaping up to be a bullish rebound after "Downtober"? We break down Solana's historic leap onto Wall Street with Bitwise's record-setting Solana Staking ETF (BSOL), Grayscale's GSOL approval, and Western Union's move to build stablecoin payments on Solana. We also unpack the hype around NEAR's so-called Digital Asset Treasury (and why it's not the same as a true ETF), plus Blockworks' pivot from news to data, the broader wave of industry consolidation with M&A activities surging, and why Bitcoin, Ethereum, and Solana are the only assets truly leading this cycle. Expect real-talk market insights, skepticism where it's due, and an outlook ahead of Devconnect Buenos Aires. No hopium, no fluff: just what's happening in the trenches.

Follow Finality: https://x.com/finality_res

Follow Juri: https://x.com/jurimaibaum

Listen now on Finality: The Business Lens on Decentralized Networks.

DISCLAIMER All information presented in this podcast is meant for informational purposes only and should not be treated as financial, legal, or tax advice. This podcast's content solely reflects the producer's opinion, who is not a financial advisor. Investing in cryptocurrencies is risky.

  continue reading

171 episodes

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