Bitwise CIO just dropped his thesis: next bull run won't be memes or NFTs
It's tokenization + stablecoins + TradFi going full onchain
Basically Wall Street finally gets it and they're bringing the big money infrastructure
Stablecoins already doing more transaction volume than Visa in some regions. That's not hype that's actual utility
Tokenization means real assets - real estate bonds equities - all moving onchain. We're talking trillions not billions
When the suits stop just buying spot ETFs and actually start building onchain? That's when things get stupid
Still early but the pieces are lining up. Infrastructure play > degen lottery tickets this cycle
It's tokenization + stablecoins + TradFi going full onchain
Basically Wall Street finally gets it and they're bringing the big money infrastructure
Stablecoins already doing more transaction volume than Visa in some regions. That's not hype that's actual utility
Tokenization means real assets - real estate bonds equities - all moving onchain. We're talking trillions not billions
When the suits stop just buying spot ETFs and actually start building onchain? That's when things get stupid
Still early but the pieces are lining up. Infrastructure play > degen lottery tickets this cycle