Скачать или смотреть The Next Solana? Four Pillars' Steve Kim Reveals Sui/Overtake Gem & Korean Market Review | MTS #73

#suiecosystem #overtake #asianalpha #koreancrypto #priceisnarrative #mnttoken #web3gaming #fourpillars

In this episode, hosts 2Lambro and Marco are joined by Steve Kim of Four Pillars, a leading crypto research firm in Asia, for a brutal, honest review of the market. Steve shares his deepest insights into Asian market flows: Korea holds the strongest buying power per person, and he argues the market no longer cares about decentralization, money is all that matters, and price is the community.

Token Gem (Overtake):
The specific alpha play for Sui gaming. Overtake's team are Web2 gaming marketplace pioneers in Korea (ItemBay), making them the ideal partner for Sui's gaming push. By launching on Sui, Overtake aims to reduce transaction fees by over 50% and bring its escrow services fully on-chain.

The Next Solana:
Steve is betting heavily on the Sui ecosystem, comparing its current UI/UX and strong Move infrastructure to Solana in 2021. Sui is actively doubling down on gaming with partnerships like EVE Online.
Validator Critique:

The controversial take on why traditional Web3 validators are "free-riding" and causing inflation without contributing value.
MNT vs BNB:
MNT is the undervalued exchange token and a major catch-up play tied to Bybit's push and rumored IPO.

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Follow Steve Kim on X (Twitter):
👉 https://x.com/Steve_4P
👉https://x.com/FourPillarsFP

Follow the hosts on X (Twitter):
👉 https://x.com/2lambro/
👉 https://x.com/ManoppoMarco/

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Chapters
00:00 Intro: Market Dump Pain & Skepticism
11:31 Rapid Fire: Korea vs. China - Who Has the Strongest Buying Power?
12:34 Rapid Fire: Price is Narrative: Why Money is Everything in Crypto
16:47 Four Pillars Intro: Research, Validator, and Liquid Fund Thesis
19:26 Why Free-Riding Validators are a Web3 Scam
20:48 Stablecoin Chains, BTC Ecosystem, and next-generation L1s
26:44 Sui Comeback Trade
29:41 The Korean Retail FOMO and Terra Comparison
32:45 Why Sui is Doubling Down on Gaming (EVE Online)
45:22 MNT vs BNB - Where to All-In Now?
48:32 What is Required to Make it in Crypto?

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🚨 Disclaimer 🚨
All views expressed by the hosts and guests in this podcast are solely their opinions and do not reflect the opinions of their respective employers. Guests and hosts may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only, and nothing in the podcast is intended to be financial, legal, or even life advice.