Research Review: Kaito, Lending Markets, Aerodrome and Fluid | Livestream

Bullish:

• $KAITO - Kaito shows strong product-market fit and improving traction despite a 50% price drop from its highs, suggesting potential for price appreciation.

  • “They have strong product market fit, and, you know, I think they're down 50% from the highs, but, you know, traction has been improving. So you kind of see, like, a divergence between traction and revenues with the price.”

    Kunal·4:56
• $AAVE - AAVE has outperformed other money markets in recent months, primarily benefiting from Pendle's PTS USD utilization.

  • “Aave has kind of widened the gap against other money markets in recent months. And the reason for that, like specifically the past few months is because Aave has been the primary beneficiary of Pendle's PTS USD utilization on money markets.”

    Carlos·46:50
• $AERODROME - Aerodrome's integration with Coinbase is seen as a strategic move by Coinbase towards on-chain trading, potentially benefiting Aerodrome's position in the market.

  • “I think that this integration, it it can't be overlooked. Right? It's more than just Aerodrome getting some more volume. I think this is Coinbase making a bet on chain.”

    Dan Shapiro·1:05:18
• $FLUID - Fluid's value proposition allows LPs to reuse their liquidity positions across lending and DEX products, potentially creating a unique advantage in the market.

  • “Fluid's entire value proposition is that LPs can effectively reuse their their liquidity position, whether that's on the lending or deck side, and deposit it into the other product.”

    Dan Shapiro·1:16:58
• $SOL - Upcoming Solana ETFs with staking capabilities could potentially capture significant institutional demand, differentiating them from Ethereum ETFs.

  • “One of the advantages of being late movers compared to, like, ETH ETFs is that SOL ETFs will launch with staking. So it's going to be interesting if, like, staking has, a meaningful differentiator in terms of the demand that captures on the institutional side.”

    Carlos·1:31:15