Live From DAS: Do VCs Still Matter? | Haseeb Qureshi & Mike Dudas

Live From DAS: Do VCs Still Matter? | Haseeb Qureshi & Mike Dudas – 0xResearch

Market views

Bullish

CRYPTOVC— VCs are seen as valuable indicators for crypto projects, suggesting their continued importance in the ecosystem.
PUMPEDUP— Pumped Up Fun is praised as one of the best games in the crypto space.
ATTN— Attention-based tokens, including evolved meme coins, are expected to gain significant traction in the future.

Bearish

CROWDSALE— Recent crowd sales, particularly on Echo, have underperformed and failed to sell out.
FAIRLAUNCH— Fair launches are criticized, with even prominent figures like Andre Cronje regretting using this method.
CRYPTOAI— AI agent projects in crypto have seen significant price declines after initial token launches.
MEME— While meme coins themselves are tolerated, the philosophy and financial nihilism surrounding them are viewed as destructive to the industry.

Not investment advice.