Episode Details
Title | The Bull Case for DeFi w/ Arthur0x |
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Date | 8/29/2024 |
Podcast | Crypto Market Wizards ↗ |
Key Insights
Bullish:
- 🟢 $AAVE - Discussing the mismatch between Aave's fundamental metrics and its valuation, noting consistent quarter-on-quarter growth.
- “Fundamentally, it's a big mismatch between the fundamental metrics Aave has been putting up and with the valuation they have been trading at...we are seeing, like, a 40 to 60% of consistent quarter on quarter growth.” - Arthur (8:00)
- 🟢 $MAKER - 🔒
- 🟢 $JUPITER - 🔒
- 🟢 $JITO - 🔒