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There are a handful of big themes coming out of the Digital Asset Summit (think regulation, macro, etc.) and then there are some smaller themes (venture capital, narratives and fundamentals). Fundamentals have been something I’m especially keen on. 

We’ve spoken to Blockworks Research’s Ryan Connor about the role they’re playing, and I think I’ve vocalized my excitement for fundamentals a few times now. However, we’re still not really seeing that play out. 

In a panel with the one-and-only Connor yesterday, Matthew Sigel, VanEck’s head of digital assets research, told the crowd…

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