The SOL Bull Case: VanEck | Matthew Sigel, Patrick Bush скачать в хорошем качестве

The SOL Bull Case: VanEck | Matthew Sigel, Patrick Bush

Matthew Sigel and Patrick Bush join us to discuss their recent report that predicts SOL to hit $335 by 2030. Matthew (head of crypto research) and Patrick (senior investment analysts) lead VanEck's crypto division. VanEck is a prolific TradFi asset management firm founded in 1955, but that hasn't stopped them from building one of the best research teams in crypto. In this episode, we discuss their Solana bull case, how to value L1s, if DCF valuations are a meme, Solana's biggest challenges, Cosmos vs Ethereum vs Solana, macro's impact and more! - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-a... - Timestamps 00:00 Introduction 00:48 VanEck’s Path to Investing in Crypto 03:53 Investing in Smart Contract Platforms 06:39 The Solana Bull Case 17:53 Firedancer Questions 24:18 Integrated vs Modular Ecosystems 31:09 DAS London Plug 32:06 What Metrics Matter? 34:12 ETF Approvals and VanEck’s Philosophy 37:28 How to Value an L1: The DCF Meme 42:16 What About Cosmos? 48:36 Macro and a Multipolar Future 54:02 Favorite Verticals in Crypto 58:00 Rapid Fire - Follow Matthew:   / matthew_sigel   Follow Patrick:   / patrick_bush_ve   Follow Mert:   / 0xmert_   Follow Garrett:   / garrettharper_   Follow Lightspeed:   / lightspeedpodhq   Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - Resources VanEck’s Base, Bear, Bull Case: Solana Valuation by 2030 https://www.vaneck.com/us/en/blogs/di... - 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.