This Good Game podcast episode features two hosts discussing the current state of the crypto market and the broader economic landscape, particularly concerning the impact of tariffs. The discussion moves through analyses of bearish and bullish market predictions from various crypto traders, macroeconomic indicators, and the growing influence of TradFi institutions in crypto. Specific examples include the contrasting views on the bear market and the rise of tokenized assets like T-bills. The hosts also explore the implications of new Layer 1 blockchain projects built for Real World Assets (RWAs) and the potential disruption from Web 2.0 companies entering the crypto space. Ultimately, the discussion highlights the divergence between crypto native sentiment and institutional perspectives, suggesting a need for founders to focus on on-chain data and disengage from the echo chamber of crypto Twitter.
