X @Andy
Andy·2025-07-02 15:22

Market Focus - Stablecoins are a major theme [1] - Robinhood & Arbitrum gained significant attention [1] - Polygon's brand is perceived as revitalized [1] - NFTs received little attention [1] DeFi Landscape - Ethereum DeFi is considered to be in its strongest state since inception [1] - Aave, Ethena, and Etherfi are gaining traction and adoption [1] - There's a growing interest in institutional and compliant DeFi [1] Market Sentiment - No ETH to $10K targets were mentioned, potentially indicating bullish sentiment [1] - The general atmosphere is relaxed but focused [1] - Many new projects are emerging [1]