Shifting Perspectives: From Layer Ones to Decentralized Applications

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.