SHOW DIRECTORY
Thread Guy
Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.
SOURCE DESCRIPTION · YouTube
Johann Kerbrat - Robinhood's Crypto Comeback, Onboarding Retail & Tokenization
Robinhood Chain is being managed as a ten-year infrastructure bet, with roughly 360 million transactions since July 1 and unexpectedly strong developer activity, while its 27 million funded U.S. accounts and 28 million globally provide distribution without a native-token burden.The Morpho-powered Earn product, approximately 7% stablecoin yield, and tokenized stocks covering about 200 U.S. stocks and ETFs show the strategy’s market-structure ambition, but adoption, regulatory clarity, and whether customers value hidden blockchain infrastructure remain key variables.
Why Bitcoin Is One Headline Away From Going Parabolic - Robert Leshner
Bitcoin could shift from apathy to mania on a US strategic reserve, foreign-country move, or other validation of its neutral-store-of-value role.DeFi is near a relative sentiment low against CeFi, while AI-assisted development could produce safer, scalable protocols after April’s interconnected failures.Tokenized assets may move from permissionless “Napster era” venues into compliant packaging, with CLARITY, SEC guidance, and an unforeseen headline as catalysts.