with CFTC moving to possibly allow US citizens to access offshore exchanges possibly, and Coinbase already getting green-lit to offer increasingly exotic products
it seems like this bull will be ETF and CEX and partially DAT-driven
a lot of onchain gambling has simply lost its luster for retail. this will be the case until it isn't. maybe gaming or something changes things
NFTs will pump based on interest in digital status goods as crypto people make money. could see vintage art making a comeback. memecoins...i mean, maybe a few. but i'm not sure hordes are coming back onchain for this. prediction markets, yah, they'll keep running, but within their respective bets
DeFi pumps maybe if QQQ-style investors buying ETFs want to add onchain financial infrastructure. there is some decent narrative value i think for this crowd
meanwhile, a lot of onchain adoption will now shift from gambling to more productive use cases. some form of payments seems likely. global settlement of USD and other RWAs. store of value use case for ETH and BTC
idk, but that's how it looks to me atm
it seems like this bull will be ETF and CEX and partially DAT-driven
a lot of onchain gambling has simply lost its luster for retail. this will be the case until it isn't. maybe gaming or something changes things
NFTs will pump based on interest in digital status goods as crypto people make money. could see vintage art making a comeback. memecoins...i mean, maybe a few. but i'm not sure hordes are coming back onchain for this. prediction markets, yah, they'll keep running, but within their respective bets
DeFi pumps maybe if QQQ-style investors buying ETFs want to add onchain financial infrastructure. there is some decent narrative value i think for this crowd
meanwhile, a lot of onchain adoption will now shift from gambling to more productive use cases. some form of payments seems likely. global settlement of USD and other RWAs. store of value use case for ETH and BTC
idk, but that's how it looks to me atm
• • •
Missing some Tweet in this thread? You can try to
force a refresh
