Lightspeed Crypto Is At An Inflection Point | Ryan Connor
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Mar 21, 2025 Ryan Connor, Head of Research at Blockworks Research and a crypto market authority, joins the discussion on the shifting landscape of cryptocurrency. He examines whether meme coins are truly dead and highlights the significant rise in decentralized exchange volume. The conversation also explores how to accurately value tokens and the evolving dynamics of stablecoins. Connor shares insights into Solana's growth and the commercial culture fueling it, all while addressing the broader trends shaping the future of crypto.
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Meme Coin Front-End Disruption
- Meme coin front-ends are ripe for disruption due to fragmentation.
- Users obtain contract addresses from various sources, not a central platform.
Pump.fun's Legitimacy
- Pump.fun's back-end role and the inclusion of "pump" in token addresses give it legitimacy.
- This legitimacy is similar to how users trust established website URLs.
Incumbency in Crypto
- Increased crypto usage solidifies incumbents, like in the PC and search market rises.
- This is due to network effects and liquidity, favoring established platforms.