Solana Thesis: The Fastest Horse Rises From the Ashes | Ryan Watkins, Wilson Withiam
Lightspeed
Potential Growth Factors for Expansion of Die System
The chapter explores the various growth factors for the expansion of the die system, including demand, collateralization, and increased borrowing activity on the chain.
Ryan Watkins and Wilson Withiam join us to discuss their Solana thesis and how crypto has just entered its next phase of adoption. Ryan is the founder of Syncracy Capital (a crypto hedge fund), and Wilson is their Head of Research. In this episode, we discuss the Bitcoin spot ETF, the Ethereum and LDO thesis, the MakerDAO opportunity, the Solana thesis, investing in SOL vs Solana applications, the DA Layer wars and more!
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Timestamps
(00:00) Introduction
(01:16) The Bitcoin ETF Approval
(05:04) The Ethereum and Liquid Staking (LDO) Thesis
(09:52) Crypto’s Greatest Misconception
(11:27) MakerDAO Investment Thesis
(17:17) ETH’s Role in the Crypto Economy
(20:53) Access Protocol Ad
(21:55) DAS London Plug
(22:52) The Solana Thesis
(38:24) How Crypto Assets Can Achieve a Monetary Premium
(42:09) Investing in SOL vs Solana Applications
(47:50) Aggregation Theory
(53:34) The DA Layer Wars
(01:00:25) From Researchers to Launching a Fund
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Resources
Syncracy Capital
https://twitter.com/SyncracyCapital
Solana Thesis – The Fastest Horse Rises From the Ashes
https://www.syncracy.io/writing/solana-thesis
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.
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