The infrastructure for crypto-native finance is advancing, shifting from experimental phases to established financial products. Tokenized securities are becoming regulated offerings, while stablecoins are now vital to 24/7 payment systems. Traditional fintech companies are actively incorporating crypto technologies to enhance their operations. As the competitiveness of stablecoin issuance increases, the focus is transitioning towards application layers, where value is expected to grow. Recent legislative changes, such as the passage of the GENIUS Act, create fresh opportunities for financial institutions to adopt stablecoin strategies and improve service delivery.
"Tokenized securities are moving from experimental pilots to regulated offerings, stablecoin infrastructure is becoming the backbone for 24/7 payment systems, and traditional fintech companies are quietly integrating crypto rails to improve settlement."
"We started to strongly take the view that the issuance layer will eventually become commoditized. We think value is actually going to accrue down more towards the application layer."
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