The Four-Year Cycle Is Dead with Michael Anderson and Vance Spencer
Retail has been replaced. Institutional capital now controls 90% of crypto.In this episode, we sat down with Michael Anderson and Vance Spencer of Framework to discuss why 3-4 crypto projects will actually survive, why Bitcoin dominance doesn't matter anymore, and what the Clarity Act means for DeFi's institutional unlock in 2026.We covered:- Why The Four-Year Cycle Just Broke- How 25 BPS Rate Cut Changes Everything- ETH Breaking All-Time Highs Before Bitcoin?- The Clarity Act: DeFi's Institutional Unlock- Only 3-4 Crypto Projects Will Actually Survive- Why Bitcoin Dominance Doesn't Matter…
The skinny
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