Forward Guidance
Forward Guidance
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Crypto is finally bringing TradFi onchain From $10B cash flows to perps & global stablecoins, we're seeing real yield, real assets, real adoption. 🧵Highlights from our latest episode: @CampbellJAustin @kaledora @gdog97_ @fejau_inc
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@CampbellJAustin @kaledora @gdog97_ @fejau_inc TradFi runs on Rube Goldberg machines ➤ Trading a stock often involves ~9 intermediaries ➤ Market tech is band-aids stacked since the 1930s ➤ Blockchain rewrites the system with instant settlement Finance is overdue for a structural reset
@CampbellJAustin @kaledora @gdog97_ @fejau_inc Why tokenizing oil (among other things) is hard ➤ Commodities aren’t 24/7 markets ➤ Futures contracts must roll over ➤ Perp DEX infra can’t just “plug and play” non-crypto assets Real-world assets require bespoke solutions
@CampbellJAustin @kaledora @gdog97_ @fejau_inc Real yield beats fake Luna yield ➤ Luna offered 20% yield with no basis ➤ Derivatives basis trades produce real cash flow ➤ Crypto overlooks these $10B/year opportunities Sustainable yield exists – if you build it right
@CampbellJAustin @kaledora @gdog97_ @fejau_inc Stablecoins = global dollar rails ➤ Most stablecoin demand is outside the US ➤ They combine T-bills with a payments wrapper ➤ Unlocks dollar access anywhere with internet + value to swap Stablecoins are the USD’s best export product
@CampbellJAustin @kaledora @gdog97_ @fejau_inc Retail prefers perps over options ➤ Options require volatility pricing & Greek knowledge ➤ Perps offer simple directional bets with leverage ➤ CFDs dominate ex-US for this reason Perps are crypto’s killer product for retail
@CampbellJAustin @kaledora @gdog97_ @fejau_inc Decentralization is a means, not an end ➤ Real assets (houses, gold) aren’t decentralized ➤ Blockchain removes black boxes but needs clear trade-offs ➤ Custody, transparency, and censorship resistance matter most Focus on outcomes, not purity
@CampbellJAustin @kaledora @gdog97_ @fejau_inc The future is hybrid blockchains ➤ Fully public chains won’t host Grandma’s house deed ➤ Private bank chains are bridges to nowhere ➤ Solutions like Avalanche subnets and Stellar governance emerge TradFi will find the middle ground
@CampbellJAustin @kaledora @gdog97_ @fejau_inc Check out the full episode & more below! ↓ ➤ YouTube 🎥: ➤ Apple🎙️: ➤ Spotify🎙️:
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