Trade like the pros on Robinhood, Base, Solana & every major chain. Trade with $EDGE on Definitive. https://t.co/tC1247UkHkdefinitive.fiJoined September 2022
On stage at token2049, @dennis_qian gave two talks:
> “Crypto’s Comeback: Are You Holding the Wrong Coins?” with @Tradermayne and @zeroxkyle, on where the revenue meta goes from here
> “Master the Trenches,” a solo talk on using Definitive's tools to read a token before you buy it, so you know whether you’re getting a fair entry or becoming someone else’s exit liquidity
Our team spent the week at @token2049 Singapore. A few things we noticed:
> Revenue meta is real, but narrow. Only a handful of tokens have the revenue to back it, and capital is crowding into those names fast enough that price is running ahead of fundamentals.
> Quantum is the new narrative bid. A few quantum-resistance plays moved on it this week, and it feels very early for how hard it’s being priced.
> Fewer builders, more institutions. The floor felt thinner than the last two years, with more funds and service providers than new teams. Surprisingly little AI.
> Stage topics haven’t moved much: stablecoins, RWAs, tokenization. Perps, privacy and trench trading got some airtime but memes barely came up.
> Social trading is where a lot of traders find ideas now, but most of those apps still fall short on execution. That gap is where users get frustrated.
Our read: thin builder turnout plus tighter VC money looks a lot like the bottom of the cycle for crypto innovation.
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