Empire It's Still a Bull Market, But Not The One You Wanted
Mar 27, 2026
A live recap of DAS with conference takeaways and the surprising institutional frenzy. A deep dive into why token prices lag despite big institutional activity. Conversations on angel and venture trends, shifting return expectations, and funds blending AI with crypto. A focused look at Western Union’s stablecoin strategy and the risks around stablecoins and tokenization.
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Institutional Adoption Is The Current Bull Market
- Institutional adoption is surging even while token prices stay depressed.
- DAS showed large financial institutions sending 10–20 person teams and long check-in lines full of suits, signaling hiring and product integration momentum.
Bull Market For Infrastructure Not Tokens
- The market is a pendulum: tokens are down while stablecoin and tokenization infrastructure adoption accelerates.
- Speakers expect token prices to recover but with greater dispersion, and stablecoins/capital markets on-chain will keep growing.
Adopt Stablecoins Or Get Left Behind
- Adopt stablecoins or risk being left behind in payments and marketplaces.
- Luke Tuttle of MoneyGram said in a panel: use stablecoins or get left behind, urging incumbents to build stablecoin strategies now.
