Episode Details

Why Bandwidth is Still Undervalued in Crypto | Logan Jastremski
10/8/2024
Empire β†—

Key Insights

Bullish:

  • 🟒 $INFRA - Invest in high-throughput blockchain infrastructure that can scale effectively, as this is seen as crucial for the future of blockchain technology and its applications.
    • β€œI think for us, our big underlying thesis is just build on infrastructure that actually scales.” - Logan (7:03)
  • 🟒 $SOL - πŸ”’
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  • 🟒 $DEFI - πŸ”’
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  • 🟒 $SUI - πŸ”’
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  • 🟒 $MOVE - πŸ”’
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Bearish:

  • πŸ”» $ETH - πŸ”’
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  • πŸ”» $MODULAR - πŸ”’
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