Episode Details
| Title | Fred Hsu and Michael Ho (D3) on Creating Efficient Domain Name Markets (EP.614) |
|---|---|
| Date | 4/16/2025 |
| Podcast | On The Brink with Castle Island ↗ |
Key Insights
Bullish:
- 🟢 $DOMAINS - Domains are positioned as an overlooked investment opportunity with unique legal and regulatory status, closer to commodities but with fundamental utility. The potential for growth in domain demand is significant, especially with the anticipated AI revolution.
- “Domains are the best kept secret on the internet is what we like to say why. Because they're not securities under the current frameworks. They're actually closer to, I would say, commodities but with unique characteristics and fundamental utility.” - Michael (11:15)
- “Most domains today are owned by people and orgs. We think that if there's gonna be an AI revolution, the number of demands could easily explode from 360 million to 10 billion, and the infrastructure would not skip a beat.” - Fred (13:50)
- 🟢 $DOMAINFI - 🔒
- 🟢 $DOMO - 🔒
- 🟢 $SOL - 🔒