Solana's App-Layer Momentum

This week Mike Dudas joins the show to discuss why he thinks this cycle is still just getting started. We deep dive into Mike's thesis when it comes to investing in crypto, his biggest winners this cycle, Flying Tulip's new model for raising capital, stablecoins, NFTs & more. Enjoy!

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Timestamps:

(00:00) Intro

(03:39) 6MV's Investment Thesis

(07:15) Pump Fun

(15:18) Finding Big Winners This Cycle

(23:27) Ads (Blockdaemon, Peaq)

(24:36) Why We Haven’t Topped

(29:03) How Will Crypto Returns Look Over The Next 5 Years?

(36:02) Prediction Markets

(39:23) What Did Solana Get Wrong?

(45:50) Ads (Blockdaemon, Peaq)

(46:58) Are Crypto TGEs Broken?

(50:30) Flying Tulip Raises $200m: A New Vehicle For Fundraising?

(57:46) Does Every Project Need A Token?

(01:00:05) Why Mike Is Still Bullish NFTs

(01:02:47) Stablecoins

(01:06:23) Content Of The Week

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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.