What's driving this bull run? DeFi, Web3 coins, or Crypto IPOs? What can historical crypto bubble cycles and the current narrative tell us about where this is going? How will the circumstances of the crypto markets impact the DFINITY launch? All that and more in this episode.
00:00....................................................intro
01:20....................................................why are crypto valuations growing
04:45....................................................what phase are we in & some history
07:00....................................................changing narratives and why this cycle is different
11:50....................................................preferred coins and strategies for this cycle
14:40....................................................Web3 vs. DeFi for the future
19:20....................................................DFINITY vs. Ethereum for the long term
27:00....................................................Speculating on DFINITY's ICP "cycle"