GM Milk Roaders! Join us from Permissionless III in Salt Lake City with Jason Yanowitz, Co-founder and CEO of Blockworks, who spills the alpha on the pulse of the crypto market. Is everyone online missing the big picture? Discover why conferences are the crystal ball for market sentiment, brace yourself for a potential downpour of new tokens launching in the next 6 months, and learn why we may be shifting our focus from infrastructure to apps.

What you'll learn:

• Market Sentiment: Discover the disconnect between online sentiment and the real, in-person, market sentiment and why conferences are a leading indicator of it.
• Token Waves: Prepare for the next wave of token launches – are you ready for 800-1500 new tokens hitting the market?
• Infrastructure vs. Apps: Learn why the focus is shifting from infrastructure to apps.
• Valuation Frameworks: Understand the missing piece in crypto valuations and how new metrics could unlock institutional capital.

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🎙 GUEST INFO 🎙

Yano's X: https://x.com/JasonYanowitz

Blockworks: https://blockworks.co/

⏱ TIME POINTS ⏱

00:00 - Intro

00:55 - Market sentiment at Permissionless

03:25 - Yano's insights on conferences

05:00 - Is crypto market sentiment bullishness enough?

07:22 - Investor positioning and future token releases

10:35 - From infrastructure to applications

14:10 - A new framework for crypto valuation

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.