18min chapter

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The Modular Thesis Is Dead | Analyst Round Table

0xResearch

CHAPTER

Navigating the Blockchain Landscape: Valuations and Market Dynamics

This chapter examines the influence of social media algorithms, particularly TikTok, on user experiences in the context of the cryptocurrency market. Focusing on projects like Celestia, the speakers analyze valuation challenges in a low liquidity environment while contrasting the evolving narratives surrounding modularity and emerging blockchain technologies. They also reflect on investor behavior during market downturns, the impact of AI hype, and the future potential of blockchain in gaming and data management.

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