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

Описание: 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!
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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

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Resources

VanEck’s Base, Bear, Bull Case: Solana Valuation by 2030
https://www.vaneck.com/us/en/blogs/di...

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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.