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You Have Four Months. And You’d Better Be in Shape.
Everyone wants crypto to reprice. Meanwhile, the rest of the world is already repricing you.
I’ve been warning readers about what’s coming.
In a recent newsletter I cook up weekly on my Substack, called Front Run The Week, I introduced Month One of Four.
October through January.
Four months in which I believe we’re going to see the financial system move considerably closer to a new normal. Swift took four years before they sent out their first message; and in this new economy, I say four months is what it takes for this all to become embedded in the landscape:
Tokenization. Digital dollars. Institutional credit. Settlement infrastructure. The things I’ve been researching and writing about for years.
We still call it crypto.
I think that name is becoming obsolete.
Traditional finance has already discovered a more respectable one: on-chain finance.
I’ve shortened TradFi and DeFi to something simpler, agreeing with Franklin Templeton on the matter.
Fi.
Because eventually, nobody is going to care which side of finance something came from. They’ll…
