Zortix matched this thesis to Crypto & blockchain ETFs as one way for retail investors to get exposure. Not a recommendation.
Crypto revenue shifting from infra to apps
The thesis presented is that crypto's revenue generation is undergoing a structural shift, moving from execution layer infrastructure to applications, which will define the next cycle.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.