"Sentiment about crypto is close to an all-time low. At the same time that the fundamentals are very clearly at an all-time high." @alive_eth on the gap: "We have some amount of regulatory clarity in the form of the GENIUS bill. We are now at something like $200-300 billion of circulating supply of stablecoins, more than a trillion dollars a month of volume. Many large financial institutions entering the space in a way that is unprecedented." @ollieforsyth(a16z crypto)