In this episode of Bits and Bips, Chris Perkins hosts Ram Ahluwalia and John Wu to discuss the current state and future prospects of the crypto market, especially in light of Bitcoin's performance and the emergence of competing investment narratives. They explore factors influencing market momentum, including regulatory developments, liquidity, and the proliferation of new tokens. The conversation covers the potential for a market shakeout, the importance of fundamentals and value capture, and the evolving dynamics between equity and token value within crypto projects. They also discuss the rise of super apps, the battle for institutional settlement layers, and the future of capital formation in the crypto space, highlighting the need for curation and clear standards in token launches.
Sign in to continue reading, translating and more.
Continue
