Note sull'episodio
Description: Most investors think they understand which crypto companies and blockchains are winning in 2025. The data says otherwise. This episode breaks down where money actually flowed, which narratives quietly broke, and why attention is becoming the most mispriced signal in crypto.
We’ll talk about:
- How U.S.-listed cryptocurrency investment companies really performed in 2025, beyond headlines
- Why some $10B+ public crypto stocks collapsed while smaller ETH-focused firms outperformed
- What blockchain ecosystem mindshare reveals that TVL, price, and transaction data do not
- A practical framework for using mindshare and structure to spot the next outperformers early
Keywords: cryptocurrency investment companies, public crypto stocks, blockchain ...