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Institutional Capital Is Reshaping Crypto | Analyst Round Table

Jun 19, 2025
Dive into the evolution of crypto, where the focus shifts from speculative hype to real revenue generation. Discover how institutional investments are reshaping market dynamics and influencing valuation strategies. Learn about the integration of centralized and decentralized exchanges, and the challenges faced by new tokens in a competitive landscape. Join the debate on market trends and predictions, including insights on token buybacks and the exciting future of Solana-related products.
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INSIGHT

Crypto's Shift to Fundamentals

  • Crypto has transitioned from narrative-driven to fundamentals-driven investing, emphasizing revenue generation.
  • Revenue data availability enables valuation similar to traditional equities, marking crypto's maturation.
INSIGHT

Narrative and Fundamentals Coexist

  • Narrative-driven price action remains significant but now coexists with fundamental valuation.
  • The market is about 60% fundamentals, 40% narratives, reflecting a balanced approach.
ADVICE

Embrace Crypto Fundamentals

  • Don't fight crypto fundamentals; they indicate promising growth and real revenue.
  • Embrace the evolving metrics that industry participants and institutions use for valuation.
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