Episode Details

The Bull Case for DeFi w/ Arthur0x
8/29/2024
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 - 🔒
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  • 🟢 $JUPITER - 🔒
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  • 🟢 $JITO - 🔒
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