Introducing: Inflection Point | The Crypto-TradFi Convergence
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The most important financial regulator in the world says all assets will move on chain in the next five years. And there are people who are like, ah, whatever, DeFi's dead. Any rational person looking at that string of facts facts would say, Boy, are we accelerating up the curve? As soon as I used AAVE, I knew it was fait accompli that the institutions would eventually come into the space.
We have all these frictions. There's definitely a lot of problems to solve, but we are pretty much on our way to at least have a roadmap for most of them. TradFi people, they work very hard, but they don't know what's coming at them when their assets all start to trade 20 fourseven.
BlackRock has tokenized treasuries. JPMorgan is setting intraday repos on blockchains. Apollo announces a giant partnership with Morpho. Franklin Templeton, Fidelity, Kraken, Coinbase, every major name in finance is building on these rails right now. I believe we are at the most consequential moment, dare I say the inflection point for institutional crypto since the asset class was born.
This is the path to integration and the evolution of financial infrastructure. This is inflection point. Everyone, welcome to inflection point, the weekly podcast for professionals navigating crypto's institutional era. Each week, we break down the drivers reshaping digital asset markets. In a space that's typically dominated by retail narratives, we're going beyond the price action to analyze the mechanics driving this adoption. Our goal is to deliver the analytical depth of premium research in an accessible format for busy professionals. This is the path to integration and the evolution of f
Awesome. Well, happy to start. Excited for this first episode. Mark, Matt, Michael, really looking forward to the conversations. So I'm David Lawan. I'm head of research at Anchorage Digital. Anchorage is one of the leading players in crypto institutional infrastructure, providing services that go all the way from custody to spot trading, derivatives trading, lending. Also, we're home to the first crypto bank federally chartered, And we have a lot of presence there on the stablecoin side of things. Before Anchorage, I used to do I used to be head of research at FalconX, which is one of the lar
Amazing. I can jump in here. David, it's great to be back together again. You know, we are welcoming you here despite the fact that your name doesn't begin with M, so you're the special one in the group. I'm Matt Hogan, Chief Investment Officer at Bitwise Asset Management. I've been at Bitwise for eight years. Bitwise manages about $15,000,000,000 across ETFs in US and Europe, staking vaults, SMAs, and other strategies. I think the two unique things that I can bring to the podcast, one, I just have a lot of touch points with institutional investors. Bitwise does about 15,000 meetings a year wi
My name is Michael Marcantonio. Thanks Matt for that. Thanks David. Thanks Mark. I'm the head of DeFi at Galaxy Digital. Galaxy is a crypto AI, publicly traded financial services company. And if that's a mouthful, we are very focused on the intersection between crypto and AI, and our entire business for most of its history has been predicated on how do we bridge crypto to institutional investors and institutions all throughout The United States and globally. And my focus at Galaxy is on building out our decentralized finance division. And what we focus on primarily is the bleeding edge of tech
Lovely. Lovely passion, and thank you, everybody. We have the Triple M and D team here. Let's get started. I mean, first, where, you kn
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