Episode Details

ETH's Modular Bet Will Work | Alex Botte & Alexander Pack
12/30/2024
Empire

Key Insights

Bullish:

  • 🟢 $MODULAR - Investing in modular tokens and the broader Ethereum ecosystem, particularly Layer 2 solutions, which have been crucial for Ethereum's continued relevance and success despite ETH price underperformance.
    • L2s saved us. They saved Ethereum. You know? Like, no one would wanna use Mainnet otherwise.” - Alex (0:00)
    • As a fund, we invest in a lot of this stuff. Like, we're tech investors, and it's all, like, really wonky deep tech.” - Alex (3:33)
    • The Ethereum ecosystem. Yeah. For sure. Like, even if it's taking a dent out of the Ethereum price, like this whole modularity approach.” - Botte (12:26)
  • 🟢 $LAYERONE - 🔒
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  • 🟢 $CRYPTO - 🔒
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  • 🟢 $CRYPTOVC - 🔒
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Bearish:

  • 🔻 $ETH - 🔒
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