0xResearch Network REV, the Sui MEV Scene, and AIs Evolution | Analyst Round Table
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Jan 2, 2025 Discussions revolve around the current market sentiment and the intriguing dynamics of Miner Extractable Value across blockchain ecosystems. The conversation explores the intersection of AI agents and cryptocurrency, highlighting the challenges and innovations in this space. Additionally, the impact of transaction fees on decentralized finance is analyzed, along with the revenue potential of virtual token platforms. Listeners get insights into how AI is shaping the future of crypto and the evolving approaches to trading dynamics.
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Bitcoin and TradFi
- Bitcoin's price is increasingly correlated with traditional finance.
- Current Bitcoin drawdown is shallow compared to historical drawdowns, suggesting potential for future growth.
Early Drawdown
- Dan Smith shares a personal anecdote about predicting a drawdown linked to hype around the presidential inauguration.
- This drawdown happened earlier than anticipated, aligning with portfolio rebalancing in tail assets and AI agent coins.
Mira Coin Charity
- Dan Smith finds the Mira coin charity fundraising method strange, but acknowledges its success.
- He questions the method's necessity but believes all market participants understood the speculative nature.