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Gm! This week we're joined by Geoff Kendrick to discuss the investment thesis for Solana. We deep dive into the bull vs bear case for SOL, how to value L1s, Geoff's crypto outlook (BTC, ETH & SOL), how institutions view Solana & more. Enjoy!
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(00:00) Introduction
(03:52) The Bull vs Bear Case For Solana
(07:43) Meme Coin Trading On Solana
(12:44) Ledger Ad
(13:37) The Investment Thesis For Solana
(17:51) How To Value L1s?
(29:02) Ledger Ad
(29:48) The Outlook For BTC, ETH & SOL
(40:12) How Do Institutions View Crypto?
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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
4.5
2424 ratings
Gm! This week we're joined by Geoff Kendrick to discuss the investment thesis for Solana. We deep dive into the bull vs bear case for SOL, how to value L1s, Geoff's crypto outlook (BTC, ETH & SOL), how institutions view Solana & more. Enjoy!
--
(00:00) Introduction
(03:52) The Bull vs Bear Case For Solana
(07:43) Meme Coin Trading On Solana
(12:44) Ledger Ad
(13:37) The Investment Thesis For Solana
(17:51) How To Value L1s?
(29:02) Ledger Ad
(29:48) The Outlook For BTC, ETH & SOL
(40:12) How Do Institutions View Crypto?
--
Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
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