Episode Details
| Title | Delphi's Infrastructure Year Ahead 2025 |
|---|---|
| Date | 12/18/2024 |
| Podcast | The Delphi Podcast ↗ |
Key Insights
Bullish:
- 🟢 $ARB - Arbitrum is consolidating its position in the Layer 2 scaling market, now handling 90% of decentralized exchange volume, indicating strong growth potential.
- “I think now what you'll what we're starting to see and what you'll just see more of is, like, this consolidation based on Arbitrum. Based on they do 90% of the dex volume now.” - Ceteris (17:56)
- 🟢 $SOL - 🔒
- 🟢 $LAYERTWO - 🔒
- 🟢 $CRYPTOAI - 🔒
Bearish:
- 🔻 $ETH - 🔒