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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 10 LONG Brian Pellegrino
Co-founder & CEO, LayerZero Labs
"Almost all of that volume is from a very small number of groups... this is Ethena, this is Etherfy... we found what are the real use case... and help you co-build that thing." Pellegrino identifies Ethena (ENA) and Ether.fi as the primary drivers of volume on LayerZero currently. As "Zero" launches, these protocols will likely be the "Day 1" preferred apps, receiving first-class integration and speed benefits. They are the chosen "winners" in the LayerZero ecosystem strategy. LONG. These assets act as a beta play to the success of the Zero blockchain launch. Platform dependency; if Zero fails, these protocols lose a key infrastructure advantage. Unchained (Chopping Block)
2 Million TPS Without Centralization? How Lay...