What Will the Next Wave of Investors Buy in Crypto? w/ Milk Road PRO

The Milk Road PRO team is back to deliver alpha. We cover the
impact of $LIBRA on Solana and memecoins and why fundamentals are
having a moment. We also get into the fat protocol versus fat
application thesis. Where will value accrue the most?





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Helpful Resources


PRO | Do fundamentals matter in crypto?


https://themilkroad.beehiiv.com/p/do-fundamentals-matter-in-crypto





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Recommended Watching


ByBit Hack Insights + Are You Over Allocated to L1s? w/ Avichal,
Co-Founder of Electric-Capital


https://youtu.be/iqCdwT9awNo





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GUEST INFO


Kyle:⁠⁠⁠https://x.com/KyleReidhead⁠⁠⁠


Martin:⁠⁠https://x.com/m0xt_⁠⁠


Adrian:⁠⁠https://x.com/0xadriandefi





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TIME POINTS


00:00 - Intro


02:15 - Is it the end of memecoins?


10:47 - Do fundamentals actually matter in crypto?


23:38 - The Fat App vs Fat Protocol thesis


37:50 - Crypto.com


38:32 - Are you overexposed to L1s?


46:10 - Update on AI models?


54:25 - Will crypto AI bounce back?





Disclaimer


The information presented in this video is for educational and
informational purposes only. It should not be considered as
financial, legal, or tax advice. The views and opinions expressed
by the speakers, are their own and do not constitute professional
advice. Investing in cryptocurrencies carries significant risks,
including the potential for substantial losses.