Markets Are Repricing Fundamentals.

Markets move on fundamentals. Narratives follow.

In this video, I walk through why crypto appears to be entering a broader market repricing phase, driven by fundamentals, infrastructure, and clear trajectories toward real product-market-fit.

We start with Berachain as a concrete case study. Not as a price call, but as a market signal - ecosystem follow-through, founder commitment, refined token economics, and a growing focus on real revenue and sustainable demand.

From there, we zoom out to what’s happening across the stack:
Babylon’s new BABE paper and what it unlocks for trustless Bitcoin participation in DeFi
Celestia’s evolving vision for scalable, modular block space and on-chain markets
Why data infrastructure like RPCs, oracles, and indexing are critical for institutional adoption
How projects like Lava Network are approaching reliability, performance, and accountability at scale

This video isn’t about predicting short-term price moves. It’s about understanding what the market is repricing, and why fundamentals and execution increasingly matter more than ideas alone.

CHAPTERS
0:00 Market signals & repricing
1:00 Berachain
4:00 Cosmoverse
5:00 BABE Paper
9:45 Celestia Fibre
11:45 Lava Network RPCs
13:45 Closing thoughts

If you found this useful, consider liking the video, subscribing, or sharing it with someone focused on where crypto infrastructure is actually heading.

I read the comments - feedback and questions welcome.

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