Episode 13: Has the bull market even started??

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.