We're Going Into a New Crypto Cycle: Demirors

The video discusses the impact of regional banking issues on Bitcoin, highlighting the decorrelation of Bitcoin from other assets and the broader appetite for risk among investors. It examines the influence of Fed rate hikes on the crypto market, particularly in the DeFi landscape, and the decline in on-chain activity. The video also explores regulatory challenges, the shift of derivatives trading overseas, and the role of stablecoins in US payment systems. Finally, it considers the potential impact of the FedNow service on crypto markets and trading dynamics.

How is the regulatory environment in the US affecting the crypto market?

What opportunities are emerging for crypto in regions outside the US?

What role do stablecoins play in the current financial landscape?