Lightspeed Cross-Post: The State Of Solana With Carlos Gonzalez Campo

Bullish:

• $SOLETF - Excitement about potential Solana staking ETFs, which could attract institutional flows and create meaningful buying pressure for Solana.

  • “I remain more excited, to be honest, about the ETFs, especially, like, the staking ETFs. And if they go live later this year, I think that has a lot more potential to attract institutional flows and actually create meaningful buying pressure or sold the asset.”

    Carlos·43:03
• $DAPP - Positive outlook on Solana DApps due to increased network capacity and transaction throughput.

  • “I think it's great because it it's just like this IVR thing, like, it's just like increasing bandwidth for the network and allowing, like, more transactions to be included on chain.”

    Carlos·34:02
• $STABLES - Interest in yield-bearing stablecoins, particularly those issued on Ethereum, suggesting potential opportunities in this sector.

  • “If you look at yield bearing stablecoins, which is kind of, like, very interesting, like, not just, like, stablecoins that don't do anything, like, yield bearing stables, most of them are issued on Ethereum.”

    Carlos·18:19

Bearish:

• $PUMP - Bearish outlook on PUMP due to declining revenue and market share loss to competitors.

  • “I think, like, people are selling pump or were selling pump in recent days because you have declining revenue, like and declining market share to bunk.”

    Carlos·6:31