RW
Ryan Watkins@RyanWatkins_
Curated by Fundamental Labs · posted 107d

The Twighlight Zone: On the Cryptoeconomy in 2026 & Beyond

ResearchMacro & Market Structure

Ryan argues the crypto asset class pulled forward expectations too far in 2021, but valuations have since rationalized and are now reasonable for quality assets. The U.S. regulatory environment is becoming a key determinant for the cryptoeconomy's trajectory into 2026 and beyond.

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