Ansem and Joe McCann join us to discuss their top crypto market predictions for 2024. Ansem and Joe are prolific crypto investors who nailed this year's Solana trade, and they're here to discuss what's next. In this episode, we cover Solana's price mania and outlook, navigating crypto's volatility, Bonk's rise and meme coin virality, the ETH vs. Alt L1 vs. DA trade, 2024's biggest opportunities, how to think like a trader and more!

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(00:00) Introduction

(01:13) Solana Mania: 2023 and Beyond

(08:46) How to Navigate Crypto’s Volatility

(14:55) Ansem’s Degen Score

(17:54) Bonk’s Rise and Meme Coin Virality

(28:01) Access Protocol Promo

(29:02) DAS London Plug

(30:00) Today's Investment Landscape

(42:04) Integrated L1s vs Appchains

(47:40) The Celestia and Modular DA Narrative

(52:27) Hottest Predictions for 2024

(59:17) What Are You Most Bearish On?

(01:04:13) DogWifHat: Does the Hat Stay on in 2024?

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Resources

Asymmetric Capital

https://twitter.com/goasymmetric

https://subscribe.asymmetric.financial/

Lightspeed episode with Ansem

https://spoti.fi/3GZ2slf

Lightspeed episode with Joe

https://spoti.fi/3NHYPE9

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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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Episode highlights

Investing in Solana and Dimension: Exploring Different Blockchain Platforms

Exploring the Potential of near and the Impact of Narratives in Crypto

Crypto Sponsorships and Thoughts on Bets for the Next Year