In today’s briefing:
- Investment Thesis Post-Ethereum 2.0 Merge
- The Metaverse for Augmented Reality
Investment Thesis Post-Ethereum 2.0 Merge
- The Merge narrative is the short-term factor driving the ETH price. In the mid-to-long term, structural supply reduction provides a long-term bull case for ETH.
- Staked ETH derivatives’ price will converge to 1:1 with ETH , purchasing liquid staked ETH derivatives at a discount is a better strategy to accumulate ETH long-term position.
- Liquid staking protocol, Lido Finance, will enjoy a tailwind after the merge with a surge in staking ratio. LDO token is a high beta play of ETH’s bull case.
The Metaverse for Augmented Reality
- Imagine for a moment an entirely new type of social network. On this new social network, the point isn’t to get stuck in an endlessly scrolling feed in your bedroom.
- Instead, the whole point is to actually go outside with your phone, smartwatch, or Augmented Reality (AR) glasses and interact in the real world — with digital content that was posted into a specific place in the real world by friends, creators, and businesses.
- If you can’t go outside, you can always use AR at home using Peer’s patent-pending holodeck AR experience.
💡 Before it’s here, it’s on Smartkarma
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