In this episode, we discuss a few of Michael's recent viral tweets. We briefly cover Robinhood's crypto strategy before moving on to key updates in the crypto market, explaining why we feel the current setup is bullish. We also debate whether Layer 2s should be included in Ethereum's ecosystem analysis. Additionally, we touch on the outcomes of crypto VC investments and the industry's narrative around governance tokens.
We hope you enjoy the episode!
Markets Update: https://x.com/JustDeauIt/status/1821191664154644804
Should L2s be included in Ethereum KPI data? (comps to networks like Solana): https://x.com/_ryanrconnor/status/1818385404078571768
Token Performance for Paradigm's Portfolio Projects: https://x.com/tokenterminal/status/1819752943933174213
Comparing L1 tokens to Equities: https://x.com/JustDeauIt/status/1810665134408269976
Timestamps:
00:00 Introduction
00:45 LinkedIn vs. Twitter Engagement
02:33 Robinhood's Crypto Strategy
06:12 Market Sentiment and Analysis
12:57 Macro Factors and Market Predictions
19:34 Stablecoins and Future Market Trends
22:49 Sentiment Indicators and Market Update
23:28 Blockchain Economics and Custom Chart Analysis
24:02 Debate on Including L2s in Blockchain Analysis
34:03 VC Investments and Token Performance
38:09 Governance Tokens and Value Accrual
43:49 Regulatory Overhangs and Market Dynamics
45:48 Conclusion and Upcoming Episodes
Crypto Bull Market, Wall Street Crypto, Robinhood, Crypto VCs
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The views expressed by the co-hosts or any guests are their personal views and should not be relied upon as financial, technical, tax, legal, or any other type of advice.
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Listeners are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol.
