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MONK sees Wall Street entering crypto as traditional finance exhausts growth narratives, with everyone overexposed to AI and software companies no longer captivating investors. This shift positions $ETH to capture institutional capital fleeing saturated markets.
Felipe argues that while the crypto industry's future looks promising, a repeat of the 2020 bubble is unlikely. He expects fundamentally strong assets to perform well, distinguishing between quality projects that will succeed and speculative froth that won't return.