The bears have won the battle of January. Four straight months of red.
Drawdowns like this weekend separate bandwagon investors from those here for the long haul. Unfortunately, these cyclical drawdowns continue to play out even as the asset class matures—a reset we need to eventually go higher again.
While the markets are still bleeding, the fundamentals haven't changed. Grant and 563 from Blocmates break down the strangest paradox in crypto: headlines that would have sent markets up 30-40% in 2021 barely move prices today. Record adoption, institutional integration, real-world use cases. Yet, tokens are getting crushed.
So what actually matters when prices don't reflect strong fundamentals?
In a new episode of The Edge Podcast, we cover some ideas for what could reprice markets in 2026, how token ownership models need to evolve, whether TradFi will partner with us or rebuild DeFi, and why innovations like x402, zero-knowledge tech, and onchain privacy could become major themes for growth this year.
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🔗 Guest Links 🔗
► Blocmates website: blocmates.com
► Blocmates on X: x.com/blocmates
► Grant on X: x.com/Grantblocmates
► 563 on X: x.com/563defi
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DISCLAIMER: Nothing written in The Edge Newsletter or said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed in our content are solely the opinion of that writer, host, or guest. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this content.
