November 5th marked the beginning of a new era for crypto in the US. Beyond the presidency, a majority of pro-crypto candidates were also elected for the House and Senate.
With a unified government, we likely see clearer regulations regarding stablecoins, exchanges, and token-related business, attracting an influx of talent and capital into the industry.
Over the coming months, I expect to see the following:
While a “DeFi Renaissance” may be underway, I don’t think it significantly changes the sector performance dynamics of this cycle.
Boccaccio leads coverage on gaming, consumer apps, alt-L1s and modular ecosystems.
Ryan spends his time on infrastructure, DePIN, and the consumer space. He was previously a macro researcher and investor.
Carlos leads coverage on Solana and spends his time on DeFi applications. Previously held a research role at 21Shares.