Joe Armao

Joe Armao, fund manager of the Galaxy FinTech Fund with prior roles at Blackstone and Senator, breaks down fintech, crypto, and AI-driven finance. He discusses a choppier, rotation-driven market and pockets of private-credit stress. He outlines the “great convergence” where blockchain rails, tokenization, and stablecoins expand 24/7 markets even as prices lag, and contrasts DeFi models like Uniswap and Hyperliquid.