founder @ paradigm, board member @ stripe, building & investing at the illegible frontier

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

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

6/ Regulatory overhang is gone

Goodbye Gensler and his attack dogs, hello SEC Chair Paul Atkins and Brian Quintenz

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

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...

this is how it all kicks off, people wont even know they are using it.