The Q2 crypto data reports are in, so on this special edition
we’re breaking down the most interesting trends. We cover: asset
performance; network activity in Bitcoin and Ethereum; the
“non-correlated” narrative in Bitcoin and BTC’s relative narrative
strength; the state of dapps and DeFi; IEO and exchange token
performance; the impact of regulatory action; the decline of VC
activity; the rise of competitive smart contract platforms; and
finally end on a new emerging narrative: halving skepticism! Thanks
to CoinMetrics, Circle Research and Delphi Digital for all their
great work.
A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of The Breakdown Network.