COIN directional thesis
Regulated crypto exchange equity reprices higher as Congress hands the industry its first federal rulebook and the $270T securities market starts migrating onto blockchain rails.
“And now in the U.S., not just with Genius, which is the state that, you know, it ratifies stablecoins, kind of gives them papal blessing. But hopefully the Crypto— the Clarity Act, we can talk about how to handicap that. But if that gets passed, that, that'll be perhaps the biggest regulatory or legislative step ever And so I am very, very optimistic that I come on this show a decade from now and the global securities market is— it's on blockchain rails.”84:01claim_id
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