Great blockchain talk & fireside chat with Jim Hwang, co-founder & COO of Firinne Capital, at NYU Blockchain Lab.
We discussed how crypto markets are structurally evolving:
- lower volatility regimes
- derivatives dominating price discovery
- ETF-driven institutional flows
- increasingly mature market structure
One idea that stood out: Short-term price action may increasingly be driven by liquidity, derivatives, and positioning, while long-term conviction around Bitcoin’s decentralization and store-of-value narrative can still coexist.
Also appreciated Jim’s perspective on focusing on “quality” in crypto: not just hype, but whether projects are actually solving problems and creating real value.
Thanks again, Jim, for the thoughtful discussion.