Episode 17: The Solana "Aircraft Carrier" Portfolio

Bonus "cycle awareness" Bitcoin Onchain Data Update + ETF Flows

March 8, 2024Michael Nadeau
Episode 17: The Solana "Aircraft Carrier" Portfolio

In this week's episode of The Rundown, Shiv and I share an approach toward building a Solana portfolio with an "aircraft carrier" approach.

Additional topics discussed:

  • The Bitcoin ETF inflow update

  • Onchain Data "cycle awareness" update using onchain data signal from Glassnode

  • Orca vs Jupiter

  • Marinade vs Jito

  • ENS vs Fida

  • Chainlink vs Pyth

  • Solana DePIN and Hivemapper (decentralized mapping service)

  • Memecoins (and why I changed my mind on them)

We hope you enjoy the episode!

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