Episode Details
| Title | Hyperliquid’s Valuation, Crypto Markets Pullback, and the EVM Renaissance | Round Table |
|---|---|
| Date | 12/12/2024 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $SOL - Solana is seen as an attractive investment from a traditional finance perspective due to its increasing network activity, dominance in revenue, and lower market cap compared to Ethereum.
- “When you're a TradFi guy and you're looking at, you know, where the opportunity is, the relative market caps matter and the relative activity is gonna matter. And when you look at what Fund Strat is pitching, for example, like, ETH is not an easy sell. Salon is a much easier sell. Increasing network activity, dominating in revenue, lower market cap.” - Ryan (13:37)
- 🟢 $HYPERLIQUID - 🔒
- 🟢 $MONAD - 🔒
Bearish:
- 🔻 $ETH - 🔒