Wall Street Has Crypto FOMO - Here's Who Could Win BIG

John Gillen speaks with Franklin Crypto head Chris Perkins about why regulatory clarity and demand for round-the-clock markets are accelerating institutional interest in digital assets. Perkins argues that Bitcoin has shown resilience, while investors are increasingly focused on utility, token economics, custody, cybersecurity, and operational risk.

They examine how tokenized equities, fixed income, money market funds, and stablecoins could reshape collateral management and release tens of billions of dollars back into the economy. Perkins also explains why blockchain gas tokens, crypto infrastructure providers, and applications with clear value accrual may benefit as more assets move onchain.

The conversation also covers the convergence of crypto, AI, and quantum computing, including threats to public-key encryption and the opportunity for crypto’s cryptographers to help address them. Perkins says investors should watch adoption metrics across tokenized funds, stablecoins, and real-world assets for signs that institutional activity is approaching a tipping point.