CEO of Bullish (institutional crypto exchange, CoinDesk, Consensus). Early Coinbase investor via NYSE in 2013. Thesis: $270T global securities tokenization onto blockchain rails is next parabolic growth catalyst.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Tokenization of global securities market ($270T) onto blockchain rails will drive parabolic growth. Money market funds and US equities already moving on-chain; Kraken, Binance, NYSE, DTC all tokenizing stocks. Genius Act (stablecoin framework) and Clarity Act could be biggest legislative steps. Bullish focuses exclusively on institutional exchange, CoinDesk media, and Consensus events.