Solana's Fastest Growing DeFi App | MacBrennan Peet
Date: Podcast: 0xResearch
Key Insights
Bullish:
- $SOL - Solana is undervalued with $80B FDV against $2.5B in revenue, suggesting multiple compression presents a buying opportunity
- $PERPDEX - Solana perpetuals infrastructure is set for significant improvements in 2026 with innovations from multiple teams enhancing the ecosystem
- $ENA - Ethena is smartly diversifying beyond funding rate yields into white-labeled stablecoin services, positioning for potential growth
- $PROPAMM - PropAMMs are underestimated in their depth and speed of adaptation, potentially handling 80-90% of all trading needs
- $HYPE - Hyperliquid has strong fundamentals with nearly $1B in buybacks and is expected to rebound quickly
Bearish:
- $AI - AI sector is overvalued with massive financial investment not delivering promised productivity gains, instead producing low-quality output