Bitcoin’s Institutional Bid, Solana’s Memecoin Fallout, and HyperEVM | Analyst Round Table

11 snips

Feb 20, 2025

The analysts dive into Bitcoin's new wave of institutional buyers and what this means for market sentiment. They also dissect Solana's rollercoaster ride with meme coins and its impact on valuations. The conversation shifts to the hype surrounding HyperEVM and Monad's testnet launch, marking significant developments in the crypto landscape. The group analyzes the evolving dynamics of meme coin trading, equating it to gambling, and reflects on the need for self-regulation in the industry amid increasing institutional interest.

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INSIGHT

Sentiment vs. Reality

Current market sentiment on platforms like Twitter might not reflect the true value or activity within the crypto market.
Focus on metrics like on-chain activity, fees, and market share to assess projects more objectively.

INSIGHT

Bitcoin ETF Impact

Bitcoin's market dynamics are changing due to ETFs, with steady passive flows absorbing mining selling pressure.
Institutions are increasingly incorporating Bitcoin into their portfolios, evident in filings and surveys.

ADVICE

Adapting to the New Market

Adapt to the changing market conditions; Bitcoin behaves like digital gold, while altcoins face different dynamics.
Focus on fundamentals and prepare for continued dispersion among crypto assets.

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In this episode, our Blockworks Research analysts discuss Bitcoin’s new institutional buyers, current market sentiment, and Solana REV. They also dive into the current state of memecoins, and what the next phase, if any, looks like. Finally, they cover institutional development taking place in crypto, and the breaking news of HyperEVMs launch, as well as Monad’s testnet.

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As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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Timestamps:

(0:00) DAS NYC 2025

(5:27) Bitcoin's New Buyers & Market Sentiment

(17:00) Ledger Ad

(17:16) Solana REV, Memecoins, and Fundamental Plays

(27:24) Ledger Ad

(27:58) The Next Phase of Memecoins

(37:23) Institutional Development

(45:24) CryptoTax Ad

(45:55) HyperEVM & Monad's Testnet

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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.