
For me it comes down to BTC and ETH. I am a big fan of utility and narrative. I know the BTC maxi's don't like ETH but for the life of me I can't understand.
If BTC could do everything then fantastic, BTC only, but that's not the case. BTC has its limits on running complicated smart contracts and this is where ETH fills that hole.
I think the writing is on the wall that tradfi is changing dramatically. The use of AI agents, instant settlement, open internet blockchain (ETH Main), 24/7 access via the chain...the list goes on.
BlackRock is already tokenizing funds on Ethereum mainnet. The infrastructure is being built whether the price reflects it yet or not.
The changing landscape is hard to deny at this point. This is why running a business is changing too. Your business needs strong collateral that can earn yield, be borrowed against without selling, and be managed at any time from anywhere.
No banker's hours. No waiting 3 days for settlement. No asking permission to access your own capital.
The businesses that figure this out now are going to have a massive edge over the ones still parking everything in a checking account earning nothing.
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