What Will the Next Wave of Investors Buy in Crypto? w/ Milk Road PRO
The Milk Road PRO team is back to deliver alpha. We cover the impact of $LIBRA on Solana and memecoins and why fundamentals are having a moment. We also get into the fat protocol versus fat application thesis. Where will value accrue the most?
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📚 Helpful Resources 📚
🥛 PRO | Do fundamentals matter in crypto? 📊
https://themilkroad.beehiiv.com/p/do-fundamentals-matter-in-crypto
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📺 Recommended Watching 📺
ByBit Hack Insights + Are You Over Allocated to L1s? w/ Avichal, Co-Founder of Electric-Capital
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🎙 GUEST INFO 🎙
Kyle:https://x.com/KyleReidhead
Martin:https://x.com/m0xt_
Adrian:https://x.com/0xadriandefi
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⏱ TIME POINTS ⏱
00:00 - Intro
02:15 - Is it the end of memecoins?
10:47 - Do fundamentals actually matter in crypto?
23:38 - The Fat App vs Fat Protocol thesis
37:50 - Crypto.com
38:32 - Are you overexposed to L1s?
46:10 - Update on AI models?
54:25 - Will crypto AI bounce back?
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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