Why crypto will replace the stock market.

Spoiler: it won't.

The real story is how blockchain tech will fundamentally re-architect global finance, merging the best of both worlds.

The global stock market is ~$133T. The entire crypto market? ~$3.8T.

Stocks represent ownership in a business with intrinsic value. Most crypto value is driven by speculation.

A direct replacement is a conceptual mismatch, right?

Up to 46% of Millennials and 55% of Gen Z investors own crypto. Why?

They're digital natives with a higher risk tolerance, FOMO, and distrust of traditional systems.

But huge hurdles remain.

"Huh?"

The #1 barrier is the "Regulatory Gauntlet."

Lack of clear rules handcuffs institutional adoption. Until there's a clear legal framework, crypto will remain on the institutional periphery.

In crypto, there is no FDIC-like insurance for your assets. Hacks are common, and transactions are irreversible. If your funds are stolen, they're likely gone forever.

Isn't this a massive risk for mainstream adoption?"So what's the real revolution?

Not new assets, but a new tech "wrapper" for existing ones: tokenization. E.g. @maplefinance, @SolvProtocol, @pendle_fi (i.e. Boros), @ClearpoolFin, etc.

I view this tweet as an alternative perspective on tokenization and believe that betting in protocols within this sector will pay off.