FalconX CEO Raghu drops his 5-year thesis:
• TradFi + Crypto convergence accelerating
• Stablecoins eating payment rails
• Blockchain becomes default infrastructure for equities, B2B settlements, everything
Not some moonboy take — this is institutional capital talking. When prime brokers start calling blockchain "default rails", you know the shift is real.
The question isn't IF anymore. It's WHO captures the liquidity when legacy rails finally break.
• TradFi + Crypto convergence accelerating
• Stablecoins eating payment rails
• Blockchain becomes default infrastructure for equities, B2B settlements, everything
Not some moonboy take — this is institutional capital talking. When prime brokers start calling blockchain "default rails", you know the shift is real.
The question isn't IF anymore. It's WHO captures the liquidity when legacy rails finally break.