Join Matt and Nick as they break down Token2049 and Solana Breakpoint 2024, two of the largest crypto conferences of the year. They also discuss the latest with World Liberty Financial (WLFI), the upcoming crypto project associated with Donald Trump and the Trump family.
Key Takeaways
- The U.S. central bank cut rates for the first time in more than three years. Further cuts are expected by year-end and throughout 2025, ideal conditions for risk-on assets such as crypto.
- Donald Trump and other Trump family members shared limited information about World Liberty Financial and its WLFI token.
- Token2049 was likely the largest crypto conference to date. Key themes included DePIN and Crypto x AI.
- Solana Breakpoint was an overwhelming success. It featured Firedancer development updates, multiple project announcements, and more. Next year’s will be in Abu Dhabi from December 11–13.
- Among the altcoin updates covered: USDC stablecoin arrives on Sui and Maker officially rebrands to Sky.
Important upcoming macro dates:
Links mentioned in this episode:
00:00 Intro
00:16 Market Overview and Rate Cuts
02:20 Trump’s DeFi Platform and Its Implications
05:29 Bhutan’s Bitcoin Holdings: A New Player Emerges
07:43 Stablecoins: The Next Big Thing?
09:20 Token2049: Attendance and Key Takeaways
13:50 Solana Breakpoint: Major Announcements and Developments
15:57 Consumer Applications vs. Infrastructure in Solana
21:00 Innovations in Hardware and ZK Compression
23:00 Future Outlook for Solana and Other Blockchains