Episode Details
| Title | Ethena's L1 Shows Fat Apps Are on the Rise. Can They Beat Fat Protocols? - Ep. 804 |
|---|---|
| Date | 3/21/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $ATHENA - Athena's announcement to launch its own blockchain represents a significant opportunity to tokenize traditional assets, which far outweighs current blockchain assets.
- “So what the Athena securitized announcement is is an admission that we are still very early, and the assets that could be uploaded from the traditional financial system of the blockchain way outnumber the amount of assets that exist on blockchain today.” - Ryan (4:08)
- 🟢 $DAPP - 🔒
- 🟢 $BTC - 🔒
Bearish:
- 🔻 $MEV - 🔒