Episode Details
Title | Pudgy Penguins, Scaling Solana, and the Hot Ball of Money | Analyst Round Table |
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Date | 12/19/2024 |
Podcast | 0xResearch β |
Key Insights
Bullish:
- π’ $FIL - Filecoin is at an inflection point with new services, feature parity with cloud providers, and DeFi opportunities, while being overlooked by the market.
- βFilecoin is, I think, objectively at a inflection point. Like, services are now possible there that people want to pay for. Feature parity with some CSP services is is possible. And if you're a cryptodegen that just cares about, like, throwing risk around on chain and generating some yield, you have those opportunities too, and no one's looking at Filecoin.β - Ryan (46:45)
- π’ $BASE - π
- π’ $MEME - π
- π’ $PERPDEX - π
- π’ $CRYPTOAI - π