Jordi Visser

Part of it needs to be diversification.

But every single day, the ETF inflows continue.

The treasury company buying continues.

There is a handoff on things that didn't exist to what does exist.

um a16z put out their state of the crypto report i'll be going through about seven to eight of the slides because i think they get into the point that i'm most interested in so i'm a macro person i don't care about i mean i care what it does each day but my vision of it is not about what it does this year it's not even what it does next year if we're still at 94 000 next year trust me the sentiment will be even lower and people will be hysterical but

But I believe the volumes are going to increase.

The network effects are gonna happen.

Caitlin Long is a beloved person in the space because of the fight she's shown.

She's reiterated her thing, which I agree with too.

Money velocity sucks in the traditional finance world.

There's so much money trapped.

with the few that own it.

So it's very similar to Bitcoin, meaning highly concentrated.

Well, the trad fiat world is highly concentrated and owned as well.

Most of the assets around the globe are in the top 1% of people.

It's actually to some degree worse in terms of the concentration.

And a lot of that money doesn't move.

It sits in real estate.

Tokenization is gonna happen.

Stable coin volumes are going to happen.