A Crypto Native Financial System | Felipe Montealegre – Bell Curve

A Crypto Native Financial System | Felipe Montealegre – Bell Curve — Transcript

Market views

Bullish

DEFI— DeFi has enormous potential to disrupt traditional financial services, with a 5000x revenue opportunity compared to the current market size.
METAPLEX— Metaplex dominates the Solana ecosystem for NFTs and token issuance, capturing fees from a vast majority of transactions.
UNI— Uniswap has multiple competitive advantages that contribute to its strong position in the decentralized exchange space.
COIN— Coinbase has the potential to become an aggregator in the crypto space, similar to Spotify in music streaming, by owning the customer relationship and making other providers backend services.
STABLES— USD-pegged stablecoins offer significant value in emerging markets, allowing users to save in USD and invest in global assets.
INTFIN— The concept of 'Internet finance' is built on the idea of a unified, permissionless financial system enabled by blockchain technology.

Not investment advice.