One of the main high profile theses is that Tron will inevitably be disrupted for stablecoin payments due to heavy network congestion resulting in higher transfer fees.
Stablecoin optimised networks that can cater to emerging markets and align with largest stablecoin issuers will eat a significant chunk of this market.
Not only is the market growing but established networks are primed for disruption.
I hear many people say they do not like the Institutionalisation of Digital Assets. I absolutely disagree.
The bedrock of distributed consensus systems was to upgrade the rails of the traditional financial system offering real-time auditability and transparency for all actors.
We sit at a huge inflection point where TradFi is actually going to come on-chain. Bonds, equities, commodities and ETFs will be all accessible via digital dollars on blockchain rails.
This will be the single largest driving force for TVL and REV on public blockchains and I couldn't be more for it.