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The Distribution Layer: Why E*Trade's Move Signals the End of the ETF Proxy Era
For most of the last 24 months, the narrative of institutional adoption was defined by the success of spot exchangetraded funds (ETFs) . These products served as a vital bridge, allowing trillions in legacy capital to gain exposure to Bitco
Michael Carter
4 min read
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The Compute Hedge: Why Bitcoin Miners are Exiting the Treasury Era for AI Infrastructure
infrastructure
ai
bitcoin
institutional adoption
blockchain infrastructure
·3 min read
The Logistics Pivot: Why On-Chain Payroll Ends the Lagging Settlement Era
stablecoins
infrastructure
institutional adoption
cross border payments
canada
·4 min read
The Compute Proxy: Why AI Breakthroughs are Now the Primary Driver of Crypto Volatility
institutional adoption
blockchain infrastructure
ai
defi
market volatility
·4 min read
The Liquidity Pivot: Why Citadel’s Bet on Crypto.com Ends the VC-Only Era
canada
institutional adoption
blockchain infrastructure
tokenization
corporate finance
·4 min read
