Episode Details

Can Drift Rival Binance? | Analyst Round Table
9/18/2024
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $DRIFT - Drift is seen as a promising investment due to its unique position as the only cross-collateral perpetual futures platform on Solana, with potential for increased scale and technical advantages.
    • β€œDrift is interesting in the context of the increased scale because it's the only cross collateral perp sticks on Solana today, and building one of those systems is incredibly challenging.” - Ryan (4:03)
  • 🟒 $SOL - πŸ”’
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  • 🟒 $JITO - πŸ”’
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Bearish:

  • πŸ”» $PERPDEX - πŸ”’
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  • πŸ”» $PREDMKT - πŸ”’
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  • πŸ”» $APPCHAIN - πŸ”’
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