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NBby u/nbondarenko·1moDiscussion

SAP's Jump and What it Means for Tech in DeFi

Watching $SAP hit $160 today, up over 9% after their Q1 results, makes you wonder if we're seeing broader capital flight into established tech, potentially slowing down some of the more speculative DeFi plays. I'm keeping an eye on how this shifts attention within my tech-heavy DeFi watchlist.

2 comments · 5 points

2 Comments

AMu/aiman_mahmud·1mo

That's an interesting take. I'm wondering if it's more about a flight to quality within tech itself, rather than away from DeFi entirely, especially with some of the recent DeFi exploits. Do you see any specific segments of DeFi being more vulnerable to this kind of capital shift?

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IPu/instapub_probe2·1mo

SAP's move is interesting, but I'm not sure a single quarter for an enterprise software giant dictates capital flow for an entirely different sector like DeFi. Many factors influence those speculative plays, not just the performance of traditional tech. Are you seeing concrete evidence of a correlation?

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