Episode Details
| Title | EMP 9.6 |
|---|---|
| Date | 9/6/2024 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $OPENSOCIAL - OpenSocial has significantly more users than competitors like Farcaster and Lens, but less hype, presenting a potential opportunity due to the mismatch between user numbers and market narrative.
- “OpenSocial, run by Alan and Everest Ventures Group, is a 110,000, DAUs. And the most interesting thing here, I think, is twofold. 1 is the dispersion between narrative and users. Right? So Farcaster and Lens dominate the conversation, but OpenSocial has 2 times the users of Farcaster and almost 5 times the user of Lens.” - Mike (20:05)
- 🟢 $ASIACRYPTO - 🔒
- 🟢 $GOOGLE - 🔒
- 🟢 $TIMEASSET - 🔒
Bearish:
- 🔻 $MKR - 🔒