We close out 2023 chopping it up with Ansem (aka the King of Retail & LeBron of Solana). Throughout this riveting conversation, we unpack what's been happening in the Solana memecoin landscape, upcoming airdrops, big narratives for 2024, the future of L1s, and Ansem's process for finding good trades + alpha in an increasingly noisy market. You don't want to miss this one.
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Time Stamps
(0:00) - Sourcing Alpha
(4:17) - Solana’s memecoin mania
(9:50) - Airdrop season
(16:24) - Rotating between L1s
(20:01) - What is Eth’s narrative?
(26:00) - Eth’s security meme
(29:50) - Biggest themes for next cycle
(34:15) - Future of L1s
(37:13) - NFT Inscriptions
(41:27) - Predicting the market top
(47:06) - Spicy 2024 predictions
(55:00) - How to stay grounded
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Podcast Resources
Follow Sal: https://twitter.com/Sal_The_Bull
Follow Dave: https://twitter.com/SolBeachBum
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Ansem : https://twitter.com/blknoiz06
