Bell Curve The Token Revolution | Roundup
21 snips
Oct 24, 2025 Dive into the evolving landscape of crypto with insights on market sentiment and potential 2026 shifts. Discover how rising barriers to entry are reshaping competition, favoring established players. Explore Ribbit Capital’s intriguing connection between AI and tokenization. Unpack Coinbase's strategic acquisition of Echo and the implications for exchanges and launchpads. Finally, get optimistic about U.S. crypto regulation's prospects with the CLARITY Act on the horizon. Tune in for a thrilling roundup of the latest crypto developments!
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Liquidation Drops Often Signal Rebounds
- Large open-interest liquidation events historically precede strong forward returns across 10–120 day windows.
- Mike Ippolito highlights average returns of 3.4% (10d) to 33.8% (120d) after such drops.
AI CapEx Is Driving Macro Support
- AI capital expenditure and government investments are major macro drivers supporting markets today.
- Mike warns the main risk is AI expectations being fully priced and failing to materialize.
On-Chain Dollars Will Change Workflows
- Tokenized stablecoins on-chain will Trojan-horse many workflows and force more processes onto blockchain rails.
- Mike argues $3–$4 trillion of on-chain dollars will catalyze broad on-chain activity and treasury use.