John Gillen joins Kyle Reidhead and Martin to examine how tokenized equities could reshape crypto markets. As exchanges and financial firms move stocks onchain, the potential market for DeFi lending, trading, liquidity, and asset management expands well beyond crypto-native assets—though institutional liquidity providers could pressure today’s decentralized exchanges.
The team also breaks down Galaxy’s earnings, its growing institutional crypto business, venture portfolio, and data-center strategy, while explaining why they believe Wall Street analysts may be underestimating crypto-cycle upside. They assess Robinhood’s increasingly diversified business, Coinbase’s reliance on more than trading fees, and whether Bitcoin could revisit the mid-$70,000s before resuming a broader advance.
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