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Why Most Layer 1s Won’t Justify Their Valuations in 2026 (And Where the Real Upside Is) w/ Santi
Manage episode 524744025 series 3493766
In this episode of the Milk Road show, Santi Santos breaks down why much of crypto may be fundamentally mispriced, why Layer 1 valuations are under serious pressure heading into 2026, and why the next wave of upside likely won’t come from where most investors are still looking.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road on Social Media:
~~~~~
🎙 GUEST INFO 🎙
Santi R. Santos: https://x.com/santiagoroel
Inversion Capital: https://x.com/inversion_cap
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
834 episodes
Manage episode 524744025 series 3493766
In this episode of the Milk Road show, Santi Santos breaks down why much of crypto may be fundamentally mispriced, why Layer 1 valuations are under serious pressure heading into 2026, and why the next wave of upside likely won’t come from where most investors are still looking.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road on Social Media:
~~~~~
🎙 GUEST INFO 🎙
Santi R. Santos: https://x.com/santiagoroel
Inversion Capital: https://x.com/inversion_cap
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
834 episodes
All episodes
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