Holder
Apr 11, 2025

Crypto Industry Shifts Focus Towards Fundamentals and Project Metrics

1 min

The recent period following the Liberation Day announcement highlighted varied investor responses to significant news events in crypto. Key observations include:

  • Investors adopt different strategies: buying on dips, preparing for downturns, or waiting to assess the situation.
  • Jack O’Holleran from Skale emphasizes the need for long-term planning amidst market volatility and unpredictability.
  • He notes that crypto is evolving towards fundamentals, with a focus on project metrics rather than immediate economic values.
  • Current trends indicate a shift towards evaluating total value locked (TVL) and trading volume as success indicators.
  • O’Holleran compares the crypto industry's current state to the early dot-com era, emphasizing ongoing speculation.
  • There is a focus on how to value various segments of crypto, particularly DePIN and layer-2 projects.
  • The industry is at a maturity inflection point, suggesting upcoming challenges but also potential for positive developments through improved valuation metrics.

This signals a gradual transition toward a more fundamentally-driven crypto environment.