Episode Details
| Title | Deepbook and Sui Ecosystem, TAM of GameFi, Lack of First Mover Advantage | Analyst Round Table |
|---|---|
| Date | 10/23/2024 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $HARDWAREMOAT - Physical hardware in crypto projects, particularly for decentralized networks, is expected to gain significant attention and provide a competitive advantage over the next year.
- “Another underappreciated one, which, I think will get increasing attention over the next 12 months is just physical hardware. Helium has a massive advantage over competitors that already has a ton of hardware out in the world providing services.” - Ryan (49:42)
- 🟢 $CRYPTOAI - 🔒
- 🟢 $DEFI - 🔒
Bearish:
- 🔻 $GAMING - 🔒
- 🔻 $DEEPBOOK - 🔒
- 🔻 $FIRSTMOVER - 🔒