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.
Welcome to Ledger Cast, hosted by me, Brian Krogsgard (@ledgerstatus on twitter), and Josh Olszewicz (@carpenoctom). Ledger Cast is a cryptocurrency trading and blockchain ecosystem podcast.
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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.
Music: “Oh, the chains” by Joel Madison Blount
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