Markets Down Longer? Bearish Now, Bullish Later; Why Revenue Beats TVL + Q&A w/Alex | Ep 378
Goodnow, Revolutionaries--
Will and Alex drive through a market update now that things are down (hear why Will expects them to be down longer before we recover) and the macro conditions that keep us bullish, big picture.
We cover key headlines like upcoming ETF staking developments and fresh moves in the ETP space and dig into the possibility of ETF custodians exploring Bitcoin DeFi strategies to generate yield. Alex shares why revenue (vs. TVL) is the "master metric" that matters for crypto projects, pulling onchain insights from DeFiLlama.
Will leaves early and Alex flies solo to answer…
The skinny
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