Dan Romero on Warpcast

Dan Romero pfp

Thoughts on the market 1. Crypto is / continues to be tightly coupled with risk assets; if risk assets sell off generally, crypto is hit even harder 2. The US regulatory situation continues to improve. People overrated the strategic reserve news. Underrating 1) SEC dropping nearly all cases against American crypto companies 2) explicit guidance that memecoins are not securities 3) pro-crypto chairs of SEC and CFTC 4) likelihood of legislation passing for a modern framework for security vs. commodity vis a vis decentralization, stablecoins, and “tokenization” (e.g stocks). This lags prices but medium term attracts new talent (critical!). 3. Infrastructure is ahead of apps — cheap / fast blockspace, flexible wallet infrastructure, mini apps, etc. 4. What will make prices go up? a) a bunch of interest rate cuts fuel risk asset prices b) Bitcoin moons, i.e. sovereign thesis c) people build apps that attract new users and capital (vs. competing for the same pool of existing users / capital)

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jihad ↑ pfp

Do you think we enter a recession in 2025?

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Icetoad 🎩🍕 pfp

Icetoad 🎩🍕

So, what you are saying is that since your "a few down days doesn't make a bear market" cast that you are now drinking the copium?

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JAKE pfp

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Jeremy pfp

Crypto market will also go up if the traditional market sees breadth. What I look at for this is the Russell2000

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David Norman🎩🔵 pfp

David Norman🎩🔵

Imagine all the innovation that has been unlocked by being able to work on cool stuff without risking your life being ruined by the government.

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Thomas Mattimore pfp

Thomas Mattimore

agree on all the above, especially 2. people are underrating all of this momentum. ETH Denver was striking on this front imo.

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Tayyab - d/acc pfp

Makes sense for crypto. But, tariffs will have a real impact on consumer pockets which in turn have an impact on businesses big and small. Unclear if wages increase because of shrinking local economy.

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Diji 🦉🎩 🔵 pfp

Diji 🦉🎩 🔵

Thanks for the insight

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meta-david 💥| Building Scoop3 pfp

meta-david 💥| Building Scoop3

Yeah, I know people don't like to hear it, but crypto is still a volatile asset so it basically follows the market but with a higher beta. Not a hard and fast rule and not a "forever rule," but it's the current state (and previous state).

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drooo.base.eth pfp

thoughts on the inflow of institutional money tying the crypto and stock market? seems like the two are joined at the hip haha

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Lost Midas pfp

Infrastructure is solid, but real growth depends on adoption We need fresh ideas to pull in new capital

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helladj pfp

The only bull case is FC graces is with a good game

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