In this episode of Empire, Joe McCann, founder of Asymmetric, shares why he believes Solana offers unique technical architecture that enables new types of web3 applications not possible on Ethereum. He explains why he thinks Solana's scalability offers a better developer experience compared to building on Ethereum L2s. McCann dives into macro trends, analyzing market flows to evaluate if the recent market move has legs. To close out he evaluates risks to his Solana thesis. We hope you enjoy!
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Timestamps:
(00:00) Intellectual Convexity
(10:16) Identifying Institutions & Jurisdictions of Interest
(15:53) Bull Environment is Here?
(20:46) The Solana Thesis
(30:39) Bonk VS Solana Thesis
(33:07) DAS 2024
(34:22) TOKU ad
(35:35) Managing Risks & Taking Profit
(46:46) Solana Investment
(51:03) Factoring in Macro
(56:41) Event vs Fundamental Driven Trades
(01:03:51) Why L2s Won't Work
(01:15:49) What Could Derail Solana?
(01:22:06) Exciting Solana Applications
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Resources
Asymmetric
https://asymmetric.financial/
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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.
Empire