Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)

Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin entirely. The EIP-1559 co-author and OG Ethereum developer explains why he refuses to pick sides between Hyperliquid and Lighter, breaks down the meme-stock trading phenomenon eating into Robinhood's tokenized stocks, and reacts live to major new CFTC guidance that could unlock tokenized assets as collateral.

Eric Conner is co-author of Ethereum's EIP-1559 and an OG Ethereum developer and investor who has been active in crypto since 2012.

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