Still very bullish crypto. Neutral, immutable rails for value transfer/preservation will consistently matter in a world that is ever-shifting and increasingly uncertain. The tokenization of all value will lead to a massive jump in the composability of assets, which should result in new experiences
The author expresses a bullish view on crypto as neutral, immutable value rails and tokenization of assets.
Still very bullish crypto. Neutral, immutable rails for value transfer/preservation will consistently matter in a world that is ever-shifting and increasingly uncertain. The tokenization of all value will lead to a massive jump in the composability of assets, which should result in new experiences
A 21st-century financial system can't run on 20th-century rails. The choice is always the same: adapt or die. But the direction of travel is clear – major financial institutions that once resisted are embracing the benefits of crypto, and they're partnering with @coinbase to make it happen. The fut
I think the thesis around this ultimately converges back to an OG one that the industry forgot along the way: programmable value. AKA Crypto is the internet moment for value. Memes, perps, stablecoins, tokenized assets, agentic finance etal are all downstream of the same general idea that you can op