Solana’s DEX War, Base’s Flashblocks, and RWAs | Analyst Round Table

Bullish:

• $BTC - Bitcoin is considered the most suitable cryptocurrency for a potential US crypto reserve, highlighting its superiority and unique position in the crypto market.

  • “I think it's kind of ridiculous to have anything but Bitcoin considered at this moment.”

    Carlos·3:26
• $AERODROME - Aerodrome is expected to benefit disproportionately from Base's upcoming 'FlashBlox' upgrade, which will introduce lower block times, potentially giving it an advantage over competitors like Uniswap.

  • “Lower block times, you know, so long as the volume by pair type holds, I think would disproportionately benefit Aerodrome over Uniswap.”

    Daniel·36:33
• $TOKENIZED - The future of finance is expected to converge into a unified blockchain-based system where all assets are tokenized, blurring the lines between traditional finance and crypto.

  • “I think ten years from now, it's not, you know, this Web three and TradFi and, you know, crypto and whatever. It's just a single unified blockchain based financial system, and everything is just assets.”

    Daniel·1:02:19

Bearish:

• $RAYDIUM - Raydium's trading volumes are heavily dependent on new pools, with 70% coming from pools less than 30 days old, suggesting potential instability in their business model.

  • “70% of Radium's total trading volumes comes from pools that are less than thirty days old.”

    Marc·20:39