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!

Listen on Spotify

Listen on Apple Podcast

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Disclaimer: Individuals have unique circumstances, goals, and risk tolerances, so you should consult a certified investment professional and/or do your own diligence before making investment decisions. The co-hosts and their guests are not investment advisors and may hold positions in the assets covered. Certified professionals can provide individualized investment advice tailored to your unique situation. The topics discussed are for general educational purposes only, are not individualized, and as such should not be construed as investment advice. Any content shared in the podcast is derived from both publicly available information as well as proprietary data sources. All information presented and sources are believed to be reliable as of the date first published. Any opinions expressed during the show are based on information available as of the date of the publication. Although The DeFi Report and the co-hosts believe the information presented is substantially accurate in all material respects and does not omit to state material facts necessary to make the statements herein not misleading, all information and materials shared or discussed are provided on an “as is” and “as available” basis, without warranty or condition of any kind either expressed or implied.

Episode 17: The Solana "Aircraft Carrier" Portfolio

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