Live from Consensus in Miami, Dave and guests discuss Bitcoin around $82K, surging institutional adoption, and tradfi professionals entering crypto. They cover tokenization, stablecoins, blockchain integration in traditional finance, DTCC’s tokenization efforts, ETF potential, and the shift toward on-chain rails over the next 3–7 years.
Additional topics include MicroStrategy’s strategy and Michael Saylor’s comments on selling small amounts of Bitcoin to fund STRC dividends while remaining a net buyer, tax loss harvesting, BTC-per-share growth, and shareholder value for Bitcoin treasury companies. They also explore DeFi challenges (AMMs vs. order books, stock loan disruption), AML/KYC and regulatory issues (Clarity Act), and the rise of institutional credit and lending products.
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