Looking Back on 2024

Bullish

• $MEGAETH— Boccaccio expresses high confidence in MegaEth's future success, predicting it will perform well by January 2025.

  • “I think MegaEath is going to do really well. This is, like I'll say it on the pod. It is January 3, 2025. I think does well.”

    Boccaccio·4:39Hear it
• $HYPE— Dave expresses regret for not trading or farming Hyperliquid, suggesting a missed opportunity from October of the previous year.

  • “Not trading hyperliquid, not farming that at all. My timeline was blowing up about hyperliquid back in, like, October of last year.”

    Dave·2:06Hear it
• $LOWFEE— Mims emphasizes the importance of low transaction costs for mainstream adoption of blockchain technology in consumer and traditional finance applications.

  • “Consumer and, like, traditional finance scale applications, they need that low cost. I don't think there's any way around that.”

    Mims·46:29Hear it
• $SOL— Boccaccio views Solana favorably, noting its ecosystem strength and ability to retain users after airdrops.

  • “I think Solana did well. And, like, that's what they have done well, and that's why, like, they haven't died out after the airdrop.”

    Boccaccio·45:26Hear it
• $DEFI— Boccaccio argues for the necessity of tokens in DeFi to incentivize user adoption and fund various projects, suggesting continued importance of token incentives in the DeFi ecosystem.

  • “We need tokens because you need, people to come in and use your app. You need people to come in and fund dog shit, d side products, and random isolated, money markets, which are, like, never going to get any usage unless you're giving out token incentives.”

    Boccaccio·30:19Hear it
• $AIRDROP— Mims expresses surprise at the continued viability of airdrop opportunities, suggesting these opportunities will persist despite expectations of market efficiency.

  • “The opportunities, I I think, are going to increasingly exist just because, again, that kind of, like, teach them mentality. I thought that I had participated in the geo airdrop. It was I was shocked that it happened, and I was convinced that because it happened, crypto people would wise up and arb all those opportunities away. And that's, like, clearly hasn't been true.”

    Mims·32:37Hear it

Bearish

• $COMPLEXDEFI— Mims expresses skepticism about overly complex DeFi protocols, suggesting that complexity often masks a lack of substance in the product.

  • “The bells and whistles the bells and whistles seem to be, like, correlated with, like, the the more bells and whistles you have for the token, like, the less the token like, the less product you have.”

    Mims·36:41Hear it

Not investment advice.