#21 - Solana

Bullish:

• $CRYPTOEQUITY - Tokenizing equities on blockchain has the potential to revolutionize ownership and trading by democratizing access and improving efficiency.

  • “Taking equities on chain is not merely tokenizing it. It is changing the very fundamental nature of what it is, which is democratizing access to ownership and creating a cap table that you can scale infinitely effectively and trade effortlessly on the global Internet.”

    Akshay·13:17
• $EM - Emerging market companies may be undervalued due to limited access to global capital markets, presenting potential opportunities if tokenization improves access.

  • “The best company in Brazil is probably a better in terms of just a company asset market position, so on and so forth, probably a better asset than your mid tier US small business. Right? But because they're in Brazil, they don't have access to the capital markets of America, and so therefore, that asset gets priced at a much lower multiple”

    Lily·14:54
• $SOL - Solana has experienced rapid growth, surpassing Ethereum in some metrics and attracting a large number of developers, indicating strong potential in the crypto market.

  • “Solana over the last year or so has sort of risen to become arguably the number three coin in the world from essentially a standing start launched in 2020 in the depths of COVID.”

    Balaji·0:00

  • “Last year, I think you flipped Ethereum indexes and you're number one indexes.”

    Balaji·0:40

  • “On the order of 7,500 developers in 2024, which is actually more than Ethereum. So new devs are going into Solana rather than Ethereum.”

    Balaji·0:59

  • “Essentially, it's like a high performance engine for you to build, anything from consumer apps to, you know, trading, applications to, as you said, some of some of these more bespoke, decentralized physical infrastructure networks.”

    Akshay·1:55