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Observations and conclusions after Token2049 and Solana Breakpoint
* Vitalik is in the clouds, and Ethereum and L2 were poorly represented at the events. At Breakpoint, most of the discussions focused around applications and users, rather than infrastructure.
* Two projects that came up in all the conversations — Hyperliquid u Berachain.
* Memcoins, on the contrary, were hardly discussed. The only exception was $MOTHER.
* NFT and GameFi were also hardly discussed, although many believe that in 9-12 months some projects from these sectors may still surprise everyone.
* The two most bullish sectors are Al and DePIN.
* Failed L1/L2 pivot to B2B infrastructure providers for rollups and appchains. This is good for companies, but bad for their token holders.
* Many people considered the beginning of a rate cut likely, but did not believe in it until the end, so it was not fully in price, hence the increase in the results. 0 reply
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