Episode Details

Why Investors Are Not Funding Apps - Blockcrunch Roundtable 013
8/22/2024
The Blockcrunch Podcast β†—

Key Insights

Bullish:

  • 🟒 $SOL - Highlighting Solana's significant market value and infrastructure success.
    • β€œSolana is worth $80,000,000,000. I mean, like, I would think that if you're a VC and you're like, okay, we funded a bunch of ETH killers, and the winner in that ETH killer category is worth $80,000,000,000. The most obvious signal the market is telling you is that fund more of these things.” - Sanat (0:00)
    • β€œI think people like writing off infrastructure successes, but when you ignore the outcomes that are like, oh, this thing trades at a few $1,000,000,000 and there are no users and kind of focus on the ones that really do win like Solana. I think you do have to point out that the Solana team deserves their success, well and truly deserves their success.” - Sanat (0:00)
    • β€œSolana DEX volumes are now almost triple those on Ethereum, I believe, is actually fascinating to me because all of it is in meme coins, of which I think there are 1,000 and almost 3,000 created every day these days on Solana.” - Sanat (0:00)
  • 🟒 $USDT - πŸ”’
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  • 🟒 $ETH - πŸ”’
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  • 🟒 $Stablecoins (USDT, USDC) - πŸ”’
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  • 🟒 $Polymarket - πŸ”’
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  • 🟒 $Forecaster - πŸ”’
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  • 🟒 $Pump.fund - πŸ”’
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  • 🟒 $UNI - πŸ”’
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  • 🟒 $AAVE - πŸ”’
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  • 🟒 $MKR - πŸ”’
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  • 🟒 $Bonk.fund - πŸ”’
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  • 🟒 $Metamask - πŸ”’
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