A Wormhole In The Matrix: TradFi To DeFi

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Sometimes Patience Pays

by Alex King, CEO, Cestrian Capital Research, Inc.

I think at present there is differential reasoning between the constituencies cheering on the Ether complex. Each is bullish Ether, for different reasons.

Let’s go over it.

• Asset owners and capital markets participants stand to benefit from the GENIUS Act and all that flows from it, specifically the legitimization of tokenizing assets and trading those tokens on capital markets in a manner akin to stocks. Tokenization is likely to reside mainly on the Ethereum blockchain, and the transaction processing fees paid for with Ether.
• Longtime crypto-natives and Ether enthusiasts are seeing the claims of Ether’s superiority over Bitcoin come to fruition. For some, each coin/blockchain is a religion; for those who believed in the smart-contract promise of ETH when first launched, great satisfaction is to be seen from Ether finally finding its real-world at-scale application.
• Cold-as-ice investors and traders who see a sector where capital is rotating in, one that is likely early in its accumulation phase, and hope to accumulate positions in Ether-related stocks in the near term, so to ride the wave up if up is where it goes.

There are some ways to play the tokenization theme that don’t require you to subscribe to a religion or to tweet Pudgy Penguins at Tom Lee.

Here’s one idea for you.