Wall Street Moves Onchain

The idea

I believe the next generation of investors never opens a traditional brokerage, and markets follow them onchain. This take owns the retail platform leading that shift, the onchain venues where trading and tokenized assets actually settle, and the balance sheets betting on crypto, with a cash buffer because this corner is volatile.

What would change my mind: Retail trading volumes fall for several quarters in a row, or onchain volumes stall.

What it owns

Discussion

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