
Key Takeaways
Custom blockchains: the liquidity vs. control tradeoff
Building custom L1s gives ultimate control but risks isolating from Ethereum and Solana's network effects; expect a hybrid approach as companies realize they can't have both dominance and liquidity.
Stablecoins turn idle money productive
Unlike TradFi where cash sits idle in bank accounts, stablecoins enable just-in-time yield generation, letting consumers earn returns on every dollar right up until the moment they spend it.
DeFi democratizes custom portfolios
Creating your own ETF costs millions annually in TradFi, but tokenized assets onchain can make personalized, curated portfolios accessible to regular investors.
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