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Mental Models for Navigating Crypto Markets & Cycles

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Nov 21, 2022
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INSIGHT

Crypto Market Cycles

  • Crypto market cycles are driven by rising prices, increased interest, and new product development.
  • Overexcitement about tech breakthroughs and overestimated maturation speeds lead to market drops.
ANECDOTE

2018 Infrastructure and Application Boom

  • In 2018, significant infrastructure projects like Solana, Avalanche, and Near were launched.
  • Applications like Uniswap, Compound, and OpenSea also emerged during this period, creating the next wave.
INSIGHT

Scaling Solutions Emergence

  • Scaling solutions like Optimism, Arbitrum, and zkSync are starting to gain traction.
  • These technologies, conceived years ago, are now beginning to impact Ethereum's block space.
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