Unwrapping what’s happening On-Chain – A Christmas Report

Hi there frends,

If anybody needs to learn a report on the state of the market / {industry}, I’ve put collectively some on-chain evaluation and written one thing.

It goals to mirror on 2024 and sit up for 2025. 3 fast takeaways which can be price desirous about:

• 2025 is about to be an awesome 12 months of stablecoins. With complete laws of stablecoins being the bottom hanging fruit for the brand new pro-industry coverage makers in DC.

• The steerage set out excluding crypto from 401k plans is more likely to be relaxed.

• On-chain metrics look nice heading into the brand new 12 months, notably offering validity to the roll up thesis with a rising share of DeFi TVL being on Layer 2 scaling options.

I attempted to make it as accessible as potential for anybody desirous to share their ideas on the ecosystem across the pageant interval.

Completely happy to debate something and I welcome suggestions.

I hope you benefit from the vacation season and be merry!

Cheers