Are We Actually in a New Cycle? | Roundup

Bullish:

• $SOL - Solana is significantly outperforming Ethereum and other ecosystems, suggesting a strong bullish trend for SOL and its ecosystem.

  • “Solana and the Solana ecosystem vastly rerating, relative to Ethereum and other ecosystems, but primarily Ethereum, which is returns off the bottom.”

    Santi·14:15

  • “Sol DeFi relative to ETH, DeFi has outperformed vastly. And interestingly, a lot of these, like, trade at much higher FTVs.”

    Santi·13:15
• $MEME - Meme coins are attracting significant retail investment, indicating a strong market trend for low float, high FTV coins.

  • “Any new money coming in mostly has been retail, and that's going directly into memes. And the meta around buying low float, high FTV coins is just really there and strong and top of mind.”

    Santi·16:20
• $DEFI - DeFi, particularly Ethereum-based projects, may become more attractive with potential rate cuts on the horizon, showing signs of recovery after a prolonged bear market.

  • “ETH DeFi has been, you know, in a bear market since even November since before rate hikes. So, you know, but Sunlight Maker, you know, we've talked about here is up 15%. Aave has rallied recently. I think there's this meta evolving around what happens if rates with rate cuts now really in the horizon, you know, does that make ETH, DeFi, or just DeFi as a whole more attractive? Possibly likely.”

    Santi·12:45
• $BTC - Bitcoin has shown strong performance, outperforming diversified crypto portfolios over the past year.

  • “So during this time period this is from January 1, 2023. Okay. So 80 20 portfolio up at 200%. BTC maxi up, like, 220, 230.”

    Jason·17:45
• $STABLES - Stablecoins are gaining attention as potential buyers of last resort for treasuries, addressing liquidity concerns in traditional financial markets.

  • “So, like, liquidity, my wife my wife's, like, uncle is, is, like, deep in the treasury market at, I think it was CME or CFTC or something like or I think CME. And, the only argument crypto argument that's ever made sense to him is, stablecoins being the buyer of last resort for these treasuries, saying the liquidity is drying up”

    Jason·49:15
• $DAPP - Investing in user-focused applications with potential for mass adoption could lead to significant growth in the coming years.

  • “So all I'm trying to do is pick number 5, 6, and 7 on that list. That will be the 5, 6, 7, 2 years from now. And I think in order for asset number in order for things to become 5, 6, and 7 on that list, it has to be things that 100 of millions of people will be using, and they're very aware that they're using those things.”

    Pranav·54:10
• $STAKING - Liquid Staking Tokens (LSTs) could become a valuable feature for dApps to capture and distribute platform fees, potentially benefiting smaller applications.

  • “I think most dApps should think about having their LST and then have some of the fees. Just bundle all of the fees of the platform into that.”

    Pranav·1:05:30