Institutional Capital is Reshaping Crypto | Analyst Round Table
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Fundamentals are fantastic, and so don't fight it. You know? These things are are finally picking up on their promise of, like, hitting these huge TAMs. You're starting to see, like, some evidence of that. It's like, you're gonna start seeing these revenues come in, and, like, why would you fade it? Like, why would you say no? This this is silly. Once traditional industry is finally coming here and spending money and now you wanna disregard it, like, it just it just doesn't make sense to me. A
quick shout out to today's sponsor, Katana. We'll hear more about Katana and their ongoing pre deposit campaign later today. But for now, let's
get into the episode. Nothing said on Xerox Research is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan, and our guests may hold positions in the company's funds or projects discussed. Hey,
guys. Welcome back to another episode of Xerox Research. Today, I'm joined by the classic trio. We've got Bach, Boccaccio mode, Bach, and Ryan Cashflows Connor. Sorry, Bach. Do. I mean, we could we could do, like, salve, Boccaccio mode, Boccaccio, but I don't know if it it doesn't hit as hard. The
salve. Salve. Below. And
we've got, Cashflow's Connor's back on. We've missed him. Good
to see you guys. Good
to be back. Last,
last week, Ryan, I kind of, I spilled the tea a little bit that we needed you to have a break for a week or so. Your lines were getting a little repetitive, revealed versus data preference. So we wanted you to kind of hit the grindstone a little bit, come up with some new some new ideas and come back fresh. Hopefully, that's what we get today. I wanna jump in with you, though. Let you missed out on the livestream. We had David Hoffman on from Bankless last week. We talked about ETH comps to, like, global GDP, things along these lines. I know you were a little upset about that in the Telegram,
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