In Episode 13 of The Signal, Oskari and I share our views on the current market structure. We also debate whether L2s should be included in Ethereum’s ecosystem analysis and touch on the outcomes of various crypto VC investments. We wrap up the discussion with our thoughts on the industry’s narrative around governance tokens and our views on how they should be perceived as investments.

Time Stamps:

00:00 Introduction

00:45 LinkedIn vs. Twitter Engagement

02:33 Robinhood's Crypto Strategy

06:12 Market Sentiment and Analysis

12:57 Macro Factors and Market Predictions

19:34 Stablecoins and Future Market Trends

22:49 Sentiment Indicators and Market Update

23:28 Blockchain Economics and Custom Chart Analysis

24:02 Debate on Including L2s in Blockchain Analysis

34:03 VC Investments and Token Performance

38:09 Governance Tokens and Value Accrual

43:49 Regulatory Overhangs and Market Dynamics

45:48 Conclusion and Upcoming Episodes

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Has the bull market even started??

Views on the current setup.