Episode Details

Pudgy Penguins, Scaling Solana, and the Hot Ball of Money | Analyst Round Table
12/19/2024
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $FIL - Filecoin is at an inflection point with new services, feature parity with cloud providers, and DeFi opportunities, while being overlooked by the market.
    • β€œFilecoin 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.” - Ryan (46:45)
  • 🟒 $BASE - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟒 $MEME - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟒 $PERPDEX - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟒 $CRYPTOAI - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more