alanaroses
6mo
1/ The inflection point for crypto isn't coming, it's here
After 6½ years building Paradigm with
@matthuang, the investment thesis for crypto has never been so obvious
If you are asking me about crypto PMF, you're already behind
2/ Investors and central bankers don't just "get" the BTC is money thesis, they are fully adopting it
I've heard from sovereigns selling US dollar and buying up mounds of "digital gold" in 10-figure increments
Trust in US dollars has never been this low, and we are seeing the heaviest buying into gold since Bretton Woods
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3/ Stablecoins ate global payments and no one noticed
If you're a business, you can now be global in one click. Instant 24/7/365 access to 200+ countries
and wait til you see what's coming next...watch out banks
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4/ Crypto infra wars and religion created incredible performance
Solana forced everyone to care about speed
Ethereum created a censorship resistant operating system
Now we have many high performing battle tested L1s...
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5/ Real appetite for crypto innovation in US
The US went from being crypto's biggest enemy to best friend overnight
We've seen more legislative progress in the last 8 months than in the last 8 years
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6/ Regulatory overhang is gone
Goodbye Gensler and his attack dogs, hello SEC Chair Paul Atkins and Brian Quintenz
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7/ Open for business and new markets are exploding
Prediction markets, the tokenized era, DePIN, crypto x AI...
Banks that lobbied against and debanked us are now desperate to hire out their crypto teams
We're not early anymore... it's go time
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