State of the Crypto Markets 2021
summary
Q2 crypto peaks at about $2.2T then retraces to $1.3T (−41%) driven by meme coins, Bitcoin dominance falling from ~60% to 49.7% while Ethereum rises to ~20%. Stablecoins grow 76% to $105B; UST hits $1.9B. DeFi market cap falls ~43% but TVL reaches ~$103B — 100x year-over-year TVL growth. Axie Infinity sales jump ~101x on Ronin; NFT marketplaces hit $205M monthly in March. Centralized exchanges still ~88% of volume; Binance and FTX surge. Regulation is flagged as biggest near-term risk.
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chapters (20)
- 0:00Introduction
- 0:33Q2 Crypto Market
- 1:32Crypto Market Dominance
- 2:06Stablecoins
- 3:00DeFi Analysis
- 4:18Total Value Log
- 4:41Multichain DeFi
- 7:10NFT Market
- 8:46NFT Marketplace Overview
- 10:05NFT NonGaming Collectibles
- 11:38X Infinity
- 13:05Crypto Exchange Market
- 14:03Centralized Exchanges
- 14:42DeFi Exchanges
- 16:12Tax Dominance
- 16:42PancakeSwap vs Uniswap
- 17:48Multichain future
- 19:17D5 will continue to eat traditional finance
- 21:16The rise of playtoearn
- 23:02Regulations
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