In this week's episode of The Rundown, Shiv and I share an approach toward building a Solana portfolio with an "aircraft carrier" approach.
Additional topics covered:
The Bitcoin ETF inflow update
Onchain Data "cycle awareness" update using onchain data signal from Glassnode
Orca vs Jupiter
Marinade vs Jito
ENS vs Fida
Chainlink vs Pyth
Solana DePIN and Hivemapper (decentralized mapping service)
Memecoins (and why I changed my mind on them)
We hope you enjoy the episode!
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Disclaimer: Individuals have unique circumstances, goals, and risk tolerances, so you should consult a certified investment professional and/or do your own diligence before making investment decisions. The co-hosts and guests are not registered investment advisors and may hold positions in the assets covered. Certified professionals can provide individualized investment advice tailored to your unique situation. The Rundown and any research and analysis shared is for general educational purposes only, is not individualized, and as such should not be construed as investment advice. The content contained in the show is derived from both publicly available information as well as proprietary data sources. All information presented and sources are believed to be reliable as of the date first published. Any opinions expressed in the report are based on the information cited herein as of the date of the publication. Although The DeFi Report and the author believe the information presented is substantially accurate in all material respects and does not omit to state material facts necessary to make the statements herein not misleading, all information and materials in the report are provided on an “as is” and “as available” basis, without warranty or condition of any kind either expressed or implied.
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