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Everyone talks about investing in crypto…

But what if the bigger opportunity is investing in the companies building the infrastructure behind it?

In this video, I break down a shift in how I’m thinking about investing after a conversation with Santiago Santos — and why stablecoins may be one of the most important real-world blockchain use cases today.

We cover:

• Why stablecoins are leading crypto adoption
• Why buying stablecoins isn’t really an “investment”
• How companies like PayPal, Visa, Mastercard, Stripe, and Block are building around blockchain rails
• How JPMorgan Chase, Goldman Sachs, BlackRock, and Franklin Templeton are moving toward tokenization
• Why exchanges, clearinghouses, and financial infrastructure are quietly going on-chain
• How to think about getting exposure to blockchain adoption beyond simply buying tokens

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