Ryan AJC

This discussion features Jay Kotch Gallop, a Messari researcher specializing in SWEs, and Ryan AJC, an active market commentator. They reveal why ETH ETFs saw more inflows than BTC and how DATs accumulated approximately 3.8% of ETH's supply in just one quarter. The duo explores stablecoin growth, particularly USDe's rise, and debates the evolution of tokenized equities. They also examine emerging corporate chains and weigh the merits of next-gen EVMs, along with the rising competition in Internet Capital Markets.