DEX in the City: How Even TradFi Wants to Pass the Crypto Market Structure Bill - Ep. 989

DEX in the City: How Even TradFi Wants to Pass the Crypto Market Structure Bill - Ep. 989 – Unchained

Market views

Bullish

COIN— Coinbase is successfully transitioning from pure crypto to becoming a comprehensive financial platform for all asset types, positioning itself as a convergence play between TradFi and crypto.
HOOD— Robinhood is evolving into a crypto-native hybrid that's growing faster than pure crypto or pure TradFi companies, successfully bridging both worlds.
BTC— Bitcoin ETFs have become BlackRock's most profitable product line, demonstrating massive institutional adoption and profitability for traditional finance players.
DEFI— Institutional and fintech partners are now actively seeking access to actual decentralized protocols, not just closed permission versions, indicating mainstream DeFi adoption.
TRADFI— Traditional finance institutions are actively supporting crypto market structure legislation and participating in the regulatory process, signaling their commitment to crypto integration.

Bearish

CRYPTONATIVE— Pure crypto-native apps and the crypto-only ecosystem are becoming a tiny fringe as the industry converges with traditional finance, with the 'crypto' label becoming baggage.

Not investment advice.