Exponential Edge - #12

From Altcoins to AVs—Alpha Is Migrating.

COIN just joined the S&P 500—unlocking $13.5B in passive inflows.

Meanwhile, UBER is up 52% YTD, quietly front-running the autonomous vehicle wave.

This edition: 10+ liquid plays across AVs, Chinese value, and crypto equities.

The author(s) own BTC at the time of writing (disclaimer).

Key Report Insights:

1. UBER Dominance: 170M users vs DASH (42M), LYFT (25M).

2. TSLA Threat: Full-stack AV + robotaxis could erode UBER’s future moat.

3. China Value Play: 10.1x PE = deep discount for selective exposure.

4. COIN SPX Catalyst: ~$13.5B in passive inflows = structural bid.

5. COIN Risk Profile: 74% alt volume = high beta, low BTC conviction.

📈 Join 250+ paid readers across Exponential, Distilled.