Members-only webinar replay
Why altcoin season never came
Ian recorded a 67-minute live session for members today. Here is what is inside.
Ian walks through Bitcoin's slide from $125k to under $65k and where the money rotated instead. He also opens up the Token Metrics Ventures portfolio and shows what is really driving venture returns right now.
Inside the session
| • | Why the usual altcoin season never showed up this cycle |
| • | A candid review of Token Metrics Ventures and its 45 investments |
| • | Why most crypto venture funds are underperforming, and what carries the ones that aren't |
| • | How retail moved to Pump.fun, GMGN, and on-chain trading |
| • | Why Hyperliquid's incentive design reminds Ian of early Binance |
| • | Member Q&A, including what Polymarket's growth really means for Polygon |
Alpha and Roundtable
The full replay is in their inbox right now
These sessions now run weekly, and members get every replay plus live Q&A with Ian. Upgrade to Alpha and the full 67-minute session is yours today.
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Token Metrics team
