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IMO it’s truly worrying that this cycle we don’t see much innovation going on while the positives are 1) Wall Street entering 2) regulatory clarity. It’s not about just having another hot narrative but at least we need to see founders trying new things. No, founders are not motivated.
30.7.2025
One key concern of this cycle is price growth being led by DATs and Wall Street. New builders don’t get incentivised and might even get fundings harder than during the bear market. In terms of innovation advancement, this cycle isn’t productive.
Not everyone has the $ that can work towards a public sales directly. I see lots of new founders being completely discouraged when prices are going up. It’s a strange time.
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