The Milk Road Show's Pro Research team, consisting of Jay Hamilton, Adrian, and Martin, convenes to discuss current trends in the crypto market. They begin by recapping the Consensus conference in Toronto, highlighting the strong sentiment around crypto finance and blockchain adoption by major companies. The team then dives into specific assets and trends, including Hyperliquid's market share growth, Internet Capital Markets and the Believe app, and the increasing stablecoin volume on the Sui blockchain, along with rumors of gaming partnerships. They debate the sustainability of incentives driving growth in certain chains, the potential for meme coins, and the importance of revenue-generating apps with token buybacks. The episode concludes with short-term market expectations, with varying views on the potential for an altcoin season and the overall market trajectory for the coming months.
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