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Crypto Cycles, AI Alpha, ARKโ€™s Bets and DATs Trading with Grant Shears, Lorenzo Valente and Rob Hadick

The Rollup

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Impact of ETH Treasury Companies on DeFi Dynamics

This chapter explores the influence of Ethereum treasury companies as they seek yield through DeFi products and their on-chain capital deployment. The discussion examines recent developments in the Ethereum ecosystem, including public market implications, staking dynamics, and the potential impact on asset valuations and total value locked in DeFi platforms.

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