Tricky 🟦😼

Leaving Singapore today after a very interesting 2049. Many thoughts to share, but to me the most interesting is that our industry is changing rapidly. This is not a change for the “better or worse”, but significant change from how it used to be. From privacy and anonimity first behavior, to mainstream and quite public. From CEX first to DEX first. The winners from the past few years are seeing major ecosystem expansion. The mainstream brands are taking steps to grow in ways that will allow retail to have various new avenues ans venues to join. Tokenized stocks and equities/RWA is not just the next big thing that we’re already seeing, but we’re moving into a world where blockchain rails are going to become the standard, allowing for 24/7 operations. For once, we won’t have to adapt to the world, but the world will adapt to us. Why this makes me very excited for what’s to come. IPOs will partially move onchain. This will bring billions of dollars into our economy in the coming months, potentially trillions soon. Those dollars can trade tokenized equities, but also our economy. The chains that provide the rails will see explosive growth in volumes, and more capital. DEXs will become the infra that these trades route through. Memes will become lifestyle brands. And $TOSHI will be there to grow alongside it all. Some things I cannot share, but by 5-7 weeks from now, you’ll see things happen in our industry that we never thought of a few months or years ago. As always, my advisory work benefits Toshi in indirect ways. I still need to process a lot of information and have follow up conversations, but where I was feeling a bit low on energy and excitement last year as our industry felt very dull, the sun seems to be shining again soon enough.