The Foundation for Banking’s Next Evolution | Live From DAS

The Foundation for Banking’s Next Evolution | Live From DAS – Bell Curve

Market views

Bullish

REVENUEGENERATINGL1— There's a predicted shift towards valuing blockchain companies based on revenue generation, utility, and sustainability, moving away from speculative valuations.
PREDICTABLEFEES— Predictable transaction costs are emphasized as more important than having the lowest costs, particularly for businesses using blockchain platforms.
REGULATEDCRYPTO— The importance of regulation and jurisdiction for crypto projects offering financial products is highlighted, with Canada being cited as a strategic location for incorporation.
VOLTA— EOS is rebranding to Volta, positioning itself for the web3 banking and open finance space with a name that evokes blockchain, finance, and security.

Bearish

SPECULATIVEL1— Criticism of Layer 1 blockchains with large market caps but little to no revenue generation, suggesting a potential overvaluation in the market.

Not investment advice.