Episode Details

Are We Actually in a New Cycle? | Roundup
8/9/2024
Empire β†—

Key Insights

Bullish:

  • 🟒 $SOL - Solana is significantly outperforming Ethereum and other ecosystems, suggesting a strong bullish trend for SOL and its ecosystem.
    • β€œSolana and the Solana ecosystem vastly rerating, relative to Ethereum and other ecosystems, but primarily Ethereum, which is returns off the bottom.” - Santi (14:15)
    • β€œSol DeFi relative to ETH, DeFi has outperformed vastly. And interestingly, a lot of these, like, trade at much higher FTVs.” - Santi (13:15)
  • 🟒 $MEME - πŸ”’
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  • 🟒 $DEFI - πŸ”’
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  • 🟒 $BTC - πŸ”’
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  • 🟒 $STABLES - πŸ”’
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  • 🟒 $DAPP - πŸ”’
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  • 🟒 $STAKING - πŸ”’
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