The Commodity Thesis

Van Straten differentiates between major tokens like Bitcoin and Ethereum versus newer innovations like DeFi protocols. 

The biggest tokens will become standard commodities in the financial services industry, while DeFi will take another 5-10 years before regulators adopt clear rules.

“You’ll be able to buy that with any bank in 5 years,” Van Straten said about Bitcoin and Ethereum. 

Large traditional institutions lag behind crypto-native platforms because they must wait for regulatory clarity before entering new spaces.

The risk is too high for major banks to operate without clear rules of engagement.

Crypto-native platforms are already moving into traditional…

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