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Timestamps

00:00 : In This Episode
00:57 : Intro
01:53 : Are We In A Bull Market?
07:25 : Global Macro Economic Conditions
11:42 : Regulation in Crypto - What's happening?
19:20 : Binance Situation
24:29 : Decentralization of Bitcoin under attack because of Blackrock?
29:00 : Institutional Interest in Solana
35:05 : On-Chain Analysis with Token Terminal

#cryptofundamentals #blockchain #web3 #vc #podcast

What insights can blockchain data reveal about emerging crypto market cycles?

My brilliant co-host, Michael Nadeau, joins me to analyze on-chain data powered by Token Terminal, revealing institutional adoption metrics, liquidity spikes, macro trends, and network effects that suggest Ethereum's growth is still severely underestimated.

But wait, will reflexivity theory send us into overdrive?

All this and more on Episode 2 of The Rundown Podcast.

Disclaimer: Strictly for educational purposes. Never to be treated as financial advice.