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Why is #BTC and crypto in general going higher? Subscriber ? below. Don't cave into fear, the "Golden Goose of Capitalism" is Real and with birth 100's of new TSLAs, MCDs NVDAs🚀 Lean Bullish in Bull markets. The all my best ideas w pivot points. 2 weeks FREE

10,386 次观看 • 2 年前 •via X (Twitter)

3 条评论

Chris Tate 的头像
Chris Tate2 年前

Would you say the power trend the NASDAQ entered last year is still in play? Curious if that is something you use to gauge level of aggression / margin exposure

MrCMCguy 的头像
MrCMCguy2 年前

ETH half its value from 3 years ago this month: what’s that reason you still like it. What is its role.. it was behind the NFTs.. most all are relatively worse less. Don’t hate the messenger””””

Desabonorejo 的头像
Desabonorejo2 年前

what is the meaning of lean bullish

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My conversation with Rob Hadick >|<. As General Partner at Dragonfly, Rob has one of the clearest views on how blockchain is evolving from speculative crypto into the actual infrastructure of global capital markets. In this episode we dig into why finance, payments, asset issuance, and markets are the only parts of crypto that are truly scaling and how the industry is quietly becoming TradFi’s onchain upgrade. We spend a lot of time mapping traditional capital markets primitives directly onto blockchain rails and examining where value is actually going to accrue as tokenization, stablecoins, and onchain trading mature. At the center of the conversation is the belief that blockchain is no longer building a parallel financial system it is becoming the settlement, issuance, and trading layer for the existing one, while crypto itself settles into a more mature “capital markets +” phase focused on real assets, institutional flows, and sustainable business models. We discuss: - The current state of crypto as capital markets infrastructure and the decline of pure speculative narratives - Why finance, payments, and tokenization are winning while most other crypto applications struggle - The architectural parallel between traditional capital markets and on-chain systems - Tokenized assets = Securities - Stablecoins = Cash / settlement - DEXs & on-chain venues = Exchanges - Prediction markets = Information markets - Why institutions are moving on-chain and what they actually want (control, privacy, segregated markets) - Token vs equity: where value accrues in a non-Clarity Act world - The mass extinction event in crypto VC and why Dragonfly is doubling down on financial infrastructure - Stablecoins, RWAs, and the real path to “tokenization of everything” - Prediction markets (and why Polymarket matters) as the next interface layer - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of Crypto as Capital Markets 2:00 – Why Speculative Narratives Are Fading 7:00 – Finance, Payments & Tokenization as the Only Scaling Verticals 12:00 – Institutional Adoption & What Wall Street Actually Wants 18:00 – Token vs Equity Value Accrual 25:00 – Blockchain as the New Settlement & Issuance Layer 35:00 – Prediction Markets, Information & the Next Interface 45:00 – Crypto VC Consolidation & Dragonfly’s Thesis 55:00 – Real-World Assets, Stablecoins & On-Chain Markets 1:05:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

Logan Jastremski

50,206 次观看 • 1 个月前