Zortix matched this thesis to Crypto & blockchain ETFs as one way for retail investors to get exposure. Not a recommendation.
DeFi with real revenue and updated tokenomics favored
The bull case argued for DeFi protocols that generate real revenue, have fee structures that accrue value to token holders, and have updated their tokenomics, as opposed to purely speculative tokens.
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.