Bits + Bips: Where Is the Most Wealth to Be Made in Crypto: DeFi or CeFi? - Ep. 913

Bits + Bips: Where Is the Most Wealth to Be Made in Crypto: DeFi or CeFi? - Ep. 913 – Unchained

Mentioned

Bullish

DEFI— DeFi protocols are expected to produce bigger winners than current CeFi giants, with the coming wave of DeFi applications making most centralized crypto services obsolete
ETH— Ethereum is well positioned with specific tactical buy points around 107-112, validated by Swift building on the platform
BNB— Binance and CZ have proven business acumen, with the recommendation being to not bet against CZ's ventures
BTC— The crypto bull run has significant room to continue based on multiple macro factors

Bearish

LENDING— Lending protocols face structural challenges as perpetual futures offer fundamentally more efficient capital deployment than spot plus borrow/lend mechanisms
SPOT— Spot markets are expected to decline relative to perpetual futures, which offer superior efficiency for most users in a shift that has passed the point of no return
SWIFT— Swift faces long-term structural challenges as a mere message broker in an age of real-time crypto settlements, with banks likely to bypass them entirely
REGBANKS— Regional and community banks face existential threats from fintech and crypto as control of customer relationships and compliant money movement becomes paramount

Not investment advice.