EP 38 — How to Fix DeFi with Andre Cronje

Bullish

• $SONICDB— SonicDB is expected to significantly increase Ethereum's throughput, potentially by at least eight times, indicating a strong belief in its transformative impact on Ethereum's performance.

  • “If they remove that and they plug in SonicDB, then right off the bat, the EVM's throughput is gonna increase by at least eight times.”

    Andre·37:31Hear it
• $ETH— Ethereum is believed to be far from reaching its scalability limits, with current usage estimated at only 2% of its maximum capacity, suggesting significant room for growth and improvement.

  • “Ethereum is so far away from reaching the limits of scalability. It's not even close. It's probably 2% of actual max capacity of what it can reach.”

    Andre·30:09Hear it
• $DEFI— DeFi is considered to be in its early stages with substantial growth potential and many opportunities for new developments and innovations.

  • “DeFi is still in its very, very early days. There's still a large, large, large chasm of things to be [built].”

    Andre·43:50Hear it
• $INFRA— On-chain oracles are seen as a crucial area for future development in blockchain infrastructure, with potential for improved implementations to address current vulnerabilities.

  • “There are ways to make those proof against the necessary exploits, but they do require slightly different ways of implementation. But I think that's the next area we need to see.”

    Andre·41:56Hear it

Bearish

• $LAYERTWO— Layer 2 solutions are criticized as inefficient and unnecessary, suggesting skepticism about their long-term value and adoption.

  • “I've been very vocal that I think l2s are just dumb, and that's a waste of everyone's time and energy.”

    Andre·29:51Hear it

Not investment advice.