Assessing Risks and Valuations in Crypto Protocols

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Exploring the risks associated with the Athena project and the valuation differences among bridging protocols like Wormhole, Connects, and Hop. The conversation delves into market cap disparities, trading strategies, and the lack of focus on fundamental analysis in the crypto community.

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------ TIMESTAMPS 00:00:00 Start

00:02:24 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://pro.kraken.com/app/trade/eth-btc https://www.coingecko.com/en/global-charts

00:09:47 L2 Check-in https://l2beat.com/scaling/summary

00:17:19 ENA Airdrop https://twitter.com/ethena_labs/status/1775060005953421401?s=20 https://www.coingecko.com/en/coins/ethena

00:23:42 Wormhole Airdrop https://wormhole.com/w-launch-roadmap/ https://www.coingecko.com/en/coins/wormhole

00:28:14 Blobs Update https://warpcast.com/0xrob/0x0357eacb https://warpcast.com/sassal.eth/0xae93359e https://dune.com/hildobby/blobs https://twitter.com/rob_0x/status/1775130717774626839 https://x.com/TrustlessState/status/1775494227222315274?s=20

00:37:48 Base Ecosystem https://warpcast.com/jessepollak/0x078c9b74 https://x.com/ptrwtts/status/1774963873936011638?s=20 https://x.com/Uniswap/status/1774465349716435298?s=20

00:43:10 Degen Chain https://x.com/syndicateio/status/1773351144858750990?s=20

00:52:48 The Issuance Debate https://twitter.com/mikeneuder/status/1774072228839117307?t=C4VaAFdu-LRU1yDM31GCFQ&s=19 https://twitter.com/jon_charb/status/1774182126608380041

01:05:02 LST vs LRT Dynamics https://x.com/hildobby_/status/1775123732534603919?s=20

01:13:10 AAVE vs Maker https://x.com/lemiscate/status/1775116242019299404?s=20 https://governance.aave.com/t/arfc-risk-parameters-for-dai-update/17211/9 https://twitter.com/hasufl/status/1775157933501796465?s=20

01:17:48 Meme of The Week https://x.com/TrustlessState/status/1774791420504674325?s=20

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