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After a “weird” year in the markets, hosts Ram Ahluwalia and Christopher Perkins are joined by Ava Labs’ President John Wu for a candid debate about where crypto really is in the cycle—and what needs to happen next.
The panel wrestles with a question many investors are quietly asking: has the market washed out enough to set up the next move, or is something still missing? They explore why momentum has faded, what signs would suggest it’s coming back, and why 2026 keeps coming up in long-term conversations—even as near-term enthusiasm remains divided.
Plus, why TGEs are “dying” and, with the rise of super apps, does Coinbase have an edge on Web2 players like Robinhood?
Hosts:
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- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Christopher Perkins, Managing Partner and President of CoinFund
Guest:
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- John Wu, President of Ava Labs
Links:
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- Unchained:
- Alex Thorn predicts BTC will reach $250K by end of 2027
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- Memento’s research on TGEs
- Jeff Dorman on X: “I don’t know a single liquid fund that has bought a new token on TGE in over 2 years.”
- CoinDesk: Coinbase rolls out stock trading, prediction markets and more in bid to become the ‘Everything Exchange’
- The Block:
