Alt szn is on! Which category will dominate?

The Spaces centers around a discussion on current trends and future expectations in the crypto industry, particularly during the 'alt season.' Panelists from various sectors, including crypto funds and data intelligence networks, share insights on categorization challenges within the crypto space, notably distinguishing 'deep-in' from other sectors like DeFi and AI. The discussion extends to identifying emerging categories that are likely to dominate this alt season, where infrastructure and application layers are highlighted. Notably, there's a focus on the potential growth impacts driven by geographical differences, particularly between the Eastern and Western crypto markets. As panelists exchange views on infrastructure versus application opportunities, they emphasize learning from past cycles, urging participants to remain focused on longer-term viability over short-term hype.

Summit on Outseason: Dominant Crypto Categories and Emerging Opportunities

Introduction

The discussion began with introductions and setting the stage for an engaging talk on the current crypto landscape, with a focus on which categories might dominate the emerging outseason. The session was hosted by Larry from Iotex, with panelists including Dylan from Massari, Sean from Borderless Capital, Harry from 375 AI, and Keith from SMB Capital.

Current Landscape Evaluation

• Overview by Host: The discussion introduced the broad taxonomy of crypto projects, exploring sectors like RWS, deepen, AI, DeFi, and others. A key question was whether these categories had strict separations or if overlaps existed.

• Dylan's Insight: He emphasized the evolving flexibility in category definitions, particularly with