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Inflection Point

Inflection Point

Is Distribution Crypto's Biggest Moat?

· 1 h 6 min

Show notes

The next phase of crypto won't be decided by technology alone, it will be won by whoever controls distribution and user experience.

This week, the team explores how competition is shifting across crypto infrastructure, from Bitcoin and Solana to perpetual futures, tokenized assets, and Ethereum's evolving leadership.

We discuss Strategy's changing Bitcoin playbook, Solana's surge in onchain activity, the race for perpetuals between Hyperliquid, Robinhood, and Binance, and whether Ethereum's new institutions can reignite its ecosystem. Enjoy!

TIMESTAMPS:

00:00 Intro

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