Join Matt and Nick as they review the year that was for crypto. They discuss the standout blockchains, highlights such as the U.S. election and the rise of Polymarket, as well as the biggest wins and losses in the market. The conversation also covers valuable lessons learned, unexpected events, and the most impactful crypto apps of the year. They close by sharing which projects they believe are in for an exciting 12 months.

Key Takeaways

1. Solana and Base emerged as leading blockchains in 2024.
2. Highlights from the year included the U.S. election outcome and BlackRock’s continued expansion into crypto.
3. Our biggest winners of 2024 were Solana and patient investors who survived Q2 and Q3, a period in which many sold prematurely.
4. Our biggest losers of 2024 were crypto gaming and Maker’s botched rebrand.
5. Memecoins experienced unprecedented growth in 2024., hitting an all-time high as a sector.
6. ai16z (AI16Z) and Uniswap (UNI) are two projects that look poised for a big 2025

Join Matt and Nick as they discuss the recent crypto market dip, the impact of the U.S. central bank’s latest policy update, MicroStrategy buying more Bitcoin, various altcoin updates, and more.

Key Takeaways

1. Large entities (e.g. MicroStrategy, Marathon, Hub 8) continue to accumulate Bitcoin (BTC). Expect this source of buy-side demand to continue for the foreseeable future.
2. Speculation is mounting over which altcoin will be next to get a spot ETF approval in the U.S. While smaller ETF issuers will keep applying for various altcoin ETFs, it’s hard to get too excited without BlackRock doing the same.
3. This week’s altcoin news featured Avalanche (AVAX), Pengu (PENGU), Uniswap (UNI), Hyperliquid (HYPE) and others.

Timestamps:

00:00 Intro & market update
02:55 Crypto investment product flows
04:30 More BTC demand side buying
07:30 FTX distributions
09:20 German bank building an L2
12:00 Will we see a wave of ETFs next year?
15:10 Altcoins news (AVAX, ENS, UNI & PENGU)
22:05 Altcoins news (Alternative L1s & Open Sea)
30:00 Over & under-appreciated

Join Matt and Nick as they discuss Bitcoin at fresh all-time highs, Electric Capital’s annual developer report and AMP buying Bitcoin. They also discuss various altcoin updates from NEAR Protocol (NEAR), Avalanche (AVAX) and others.

Key Takeaways

1. Bitcoin (BTC) hit an all-time high, partially due to continued buying from MicroStrategy, which officially entered the heavily traded Nasdaq 100 index.
2. AMP invested $27M AUD worth of BTC, making it the first major superannuation fund to buy into an asset class that has previously been shunned by big fund managers.
3. Electric Capital’s annual developer report showed strong growth in Solana’s developer ecosystem, while the number of developers fell by 7% compared to a year ago.
4. The past week featured various altcoins updates, including projects such as Ethena (ENA), Jupiter (JUP), Ethena (ENA) and Avalanche (AVAX).

Timestamps:

00:00 Intro & market update

03:15 ETH ETFs show sign of life

04:35 Bitcoin treasury votes and strategic reserves

06:00 2024 Electric Capital Developer Report

11:25 Should crypto be concerned over quantum computing breakthroughs

16:30 MicroStrategy enters Nasdaq 100

18:45 AMP becomes first Aussie super fund to invest in crypto

21:20 Trump-associated World Liberty Financial buys ETH tokens

24:00 Altcoin news (Pump.Fun, Near, Jupiter, Avalanche, Ethena)

31:40 What to look forward to this week

32:50 Over & under-appreciated