The Federal Reserve has given the green light to blockchain. The Federal Reserve's open attitude towards compliant blockchain infrastructure is clearing institutional barriers for traditional financial giants to enter the crypto space. We have already seen institutions like BlackRock and Fidelity deeply participate through spot ETFs, on-chain settlement systems, and other paths. This trend will shift from 'indirect investment' to 'direct co-construction', not just buying assets but also participating in protocol governance, providing market-making, and embedding financial processes. Investing in some long-term stable protocols should yield considerable returns.
For example, projects like Polymarket are favored by traditional capital because they combine real-world event prediction with on-chain settlement and have clear compliance pathways. In the next decade, such 'protocols bridging the traditional and decentralized worlds' will become mainstream.
Market structure will also tend to concentrate, with 1-2 leading protocols in sectors like DeFi, oracle, identity, and derivatives occupying over 70% of market value and usage, creating a winner-takes-all pattern.
Therefore, the earlier one identifies and holds these protocols with network effects and moats, the more likely they are to achieve exponential returns during the industry's maturation phase. Not all projects will survive to the next bull market, but those adopted by giants and validated by the market will certainly experience exponential growth!!
