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Podcast

Why This Cycle is Cooked | DH + RSA

Today we answer the big question of this cycle, are we cooked?
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May 9, 20241 min read

Today we explore David's idea that this cycle is cooked and Ryan has some question starting with... what does that even mean?

On this week's episode of Bankless Takes we answer that question and so much more as we take a deep dive into token distributions and how they're playing out this time around.


TIMESTAMPS

00:00 Intro

01:30 Why Record This Episode?

06:01 Why There Are Structurally Bad Vibes

15:47 Why it's Like This

29:14 The Problem With The Points Meta

38:29 Recent Airdrop Issues

47:21 Where Do We Go From Here?


RESOURCES

VC Capital - https://imgur.com/KKqMWBe

Sell Pressure - https://twitter.com/pythianism/status/1784958268420522195

Chris Dixon Take - https://a16zcrypto.com/posts/article/memecoins-tokens-regulation-policy/

LayerZero - https://x.com/LayerZero_Labs/status/1786441554816532646

Hayden Take - https://twitter.com/haydenzadams/status/1786784808187621874

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

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