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The podcast discusses the major investment themes of 2024, including restaking and liquid restaking tokens, Solana's rise, high-speed execution in crypto investments, crypto games as an entry point for non-crypto gamers, decentralized autonomous organizations (DAOs), and data availability wars. The hosts also reflect on past challenges and risks associated with cryptocurrency investments.
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- Restaking and liquid restaking tokens are predicted to be a major investment theme in 2024, offering a dual yield farming opportunity with the potential for a breakthrough in the world of crypto gaming.
- Solana has gained significant attention and aims to attract new users and enable novel use cases, but faces competition from other EVM-compatible layer one solutions.
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Restaking and Liquid Restaking Tokens
Restaking and liquid restaking tokens are predicted to be a major investment theme in 2024. Eigenlayer and its copycats have dominated the narrative, attracting billions of TVL (total value locked). The concept of parallelized EVMs (Ethereum Virtual Machines) is also gaining traction, with projects like Sui and Monad offering EVM compatibility and scalability. The goal is to maximize exposure and minimize risk while capturing the yield and inflation of restaking networks. This investment theme offers a dual yield farming opportunity with the potential for a breakthrough in the world of crypto gaming.
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Listen to the best highlights from the podcasts you love and dive into the full episode