After ATH: Where Crypto-Native Investors Think We're Going Next
summary
Panelists argue DeFi fundamentals keep growing even while prices lag, citing Aave $30B TVL and user traction like Phantom 1M weekly active users, and predict institutional fintech will layer DeFi into consumer products. They back heavy bets on play-to-earn and immersive blockchain games (Axie Infinity, Illuvium) and tooling (Neon EVM, Rust on Solana), call out opportunities in FX/high-frequency trading on fast chains, and assign about a 40–50% chance Solana flips Ethereum over a multi-year supercycle.
AI-written summary · about
chapters (10)
- 0:00Introduction
- 1:29Crypto adoption now
- 4:00DeFi growth trends
- 7:54NFTs and gaming investing
- 12:26Digital economies future
- 16:16Open-source economics
- 19:07Solana vs Ethereum
- 23:43Next NFT applications
- 26:34Top investor projects
- 30:47Closing
related talks
26mState of the Crypto Markets 2021
30mBitcoin Yield: Lessons From DeFi
27mThe Transition: TradFi to DeFi
34mBitcoin Native Venture Capital
26mThe Rise of Bitcoin Finance
13mBitcoin’s Current Adoption and Unstoppable Future
09mPunch Your Ticket: The Exploding On Chain Economy
32mTransactions As Bitcoin's Key Growth Metric