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ayyyeandy
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The divergence between institutional capital allocation in our industry & the performance of 99% of tokens has never been worse.
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ayyyeandy
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Recorded a good pod with Jeremy & Tim from Boundless about ZK mining, the rise of verifiable computation and what's coming next for Boundless (hint: mainnet). Good for those interested in tech. https://www.youtube.com/watch?v=Rj9axxtUflU
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The two most consensus bets for 2025 are stablecoins & tokenization. Very boring for crypto natives, very appealing for institutions.
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Circle is Wall Streets best bet to get exposure to the inevitable 10x in the metrics below. Trillions.
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Bitcoin is a socially accepted term nowadays. ‘Crypto’ just isn’t. Trust me.
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Which part of the stablecoin supply chain is most ripe for new entrants to oust incumbents??? My bet is at the very top. Those who own the end user relationship, distribution is king.
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