In this 25-minute video, our veteran Macro, Financials & Housing analyst Josh Steiner provides a deep-dive analysis of the crypto space broadly, from network effects, to investment characteristics and institutional adoption.
This is a must-watch.
Here’s an excerpt transcribed from the video with Josh Steiner:
"I was a crypto skeptic for a long time, largely because I never took the time to do the due diligence.
One of the things that I've realized over the last several months is institutional adoption is materializing at an accelerating rate and we're sort of past the point where the risk of irrelevance is there."
While risk and uncertainty remain about any one cryptocurrency project, digital assets are here to stay.
“Institutional adoption is materializing at an accelerating rate. We’re sort of past the point where the risk of irrelevance is there. In other words, I don’t think we are sort of going back to zero at any point in this crypto world.
There’s still tremendous uncertainty over how it’s all going to evolve. Will it be bitcoin, will it be Ethereum, will it be something completely different. But whatever happens digital assets and crypto assets are not going away.”
