Episode Details

Network REV, the Sui MEV Scene, and AIs Evolution | Analyst Round Table
1/2/2025
0xResearch

Key Insights

Bullish:

  • 🟢 $SOL - Solana maintains a significant lead over competitors, particularly in terms of Real Economic Value (REV), suggesting potential for growth and market dominance.
    • Solana still has a very material lead over base. But I think, like, you can create a very concrete and sound argument for why that might flip. However, when you look at REV, it is not even in the spectrum of flippable right now, which is very, very interesting.” - Dan (20:59)
  • 🟢 $TRADFI - 🔒
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  • 🟢 $CREATORAI - 🔒
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Bearish:

  • 🔻 $BTC - 🔒
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  • 🔻 $CRYPTOAI - 🔒
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