Stablecoins Are the Bridge From Central Banks to Consumer Payments
Stablecoins can mediate between central bank digital currencies and the consumer payments universe, says Sila's Alex Lipton.
Coinbase, BitGo and Genesis all have strong growth trajectories and balance sheets. But with that stability comes a certain degree of centralization.
While institutional capital remains on the digital assets sidelines, family offices have shown willingness to diversify into crypto, says Constantin Kogan of BitBull Capital.
With interest rates for government debt near zero, or negative, the fixed income asset class has disappeared. The investment case for Bitcoin just gets stronger.
With so much attention on institutional involvement in crypto asset markets, we overlook they are already here through VC investments – less fast-paced, perhaps, but important to keep an eye on for what they reveal about cycles.