Liquid-Staking Derivatives - Is That a Good Trade?

Nazanin: Let's talk about Lido and Rocketpool. Liquid-staking high after liquid-staking derivatives go up. That's a good momentum trade. But then there's a longer-term fundamental valuation that you can do. Nazanin: Even if you take really generous assumptions for something like Lido, like Lido is trading at a $2 billion full-length-luded valuation.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app