Markets - Brave New World
summary
Claims that US regulation flips crypto friendly and institutional flows drive BTC 100k and fresh stablecoin momentum, while liquidity splits between durable utility projects and pure gambling memes. Cites examples: product-first launches with users but no token, the Falcon token rollout after TVL, and a failed layer 2 with $40 trading volume. Argues tokens without real users or revenue collapse to zero and recommends evaluating whether there is a clear business reason someone would buy the coin.
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chapters (9)
- 0:00Market vision and cycle
- 1:10Crypto regulation and Bitcoin
- 2:35Why market feels different
- 4:50Fundamentals vs memes
- 7:20Unneeded products fail
- 8:45Real products create value
- 10:32Accountability and revenue
- 11:34Red flags and investing
- 12:40Closing remarks
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