Uneasy Money: Is Jupiter Incompetent or Evil? And Is Hyperliquid's ADL Flawed? - Ep. 976
Date: Podcast: UnchainedUnchained
Bullish:
- $PUDGY - Pudgy Penguins has strong product-market fit and is undervalued compared to heavily funded projects without PMF, suggesting potential for significant upside
Bearish:
- $TOKENIZED - Tokenization creates infinite reputational risk for founders regardless of business performance, making tokenized projects fundamentally flawed from a risk-reward perspective
- $JUP - Lending protocols have historically been the source of most crypto failures, making Jupiter's lending business particularly risky
- $DESOC - Decentralized social networks have failed to compete with centralized incumbents, with even other centralized networks gaining more traction