In this episode, Josh and Brian continue to talk about the upcoming rotation out of defi blue chips, and where the trade is moving by our estimation.
The information in this podcast should not be construed as investment advice, it is purely educational material and you should always do your own research before buying.
n this episode of Ledger Cast, Josh and Brian discuss our continued thesis that blue chip def is starting to rotate back to btc and eth, and also to lower tier projects — older L1s, lower liquidity, or less impressive fundamental projects. There is still opportunity, but the game isn’t as straightforward.
- Tulip Set
- weeklyopen.com — new stream with Venture Coinist, Cred, and Don
- Ledger/Cobie YouTube channel
Here’s the episode:
Or on YouTube:
Find Josh and Brian elsewhere
- Josh’s articles on Brave New Coin
- Josh’s videos for BNC’s Insights
- Josh’s YouTube channel
- Josh on Twitter @carpenoctom
- Brian on Twitter @ledgerstatus
Music: “Oh, the chains” by Joel Madison Blount
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