ETHCC takeaways (part 2):
- sentiment around L2s is far less bearish than before the robinhood announcement
- so much more focus on figuring out how to bring value back to ETH the asset
- chainlink did a great job on marketing and bringing sergey in the mix
- the recent crypto m&a deals are a signal of a very very hot market and came up quite a bit
- ppl still very bullish on BTC > anything else really, not very convincted in other tokens
- ppl love it here, but its too hot
- very little talk about Base or Coinbase, far more about circle's recent ipo
ETHCC takeaways:
- stablecoins, stablecoins, stablecoins
- robinhood & arbitrum won the mindshare of the entire week
- polygon brand feels “back” with Katana and just general feel
- ethereum DeFi is in its strongest form since inception
- nfts…well, haven’t heard a single thing about them
- aave, ethena, etherfi are winning mindshare & real adoption
- everyone wants to focus on institutional & compliant DeFi…feels like a necessary evil
- haven’t heard any ETH to $10K targets, probs bullish
- ppl are relaxed but focused, even being in Cannes
- lots of new projects I’ve not heard of
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