Prediction Markets and Derivatives as Primitives

💡 Investors are continuing to be pushed further out the risk curve. Make sure your portfolio is built for the next phase—get a free review with Wealthion’s endorsed advisors: https://bit.ly/4pAJvsT Crypto is entering a new phase, not driven by hype or narratives but by real fundamentals and financial infrastructure. In this conversation with CoinFund's Chris Perkins, David Duong, CFA, Global Head of Investment Research at Coinbase, explores how these things are shaping and solidifying crypto’s future. This discussion explores: * Why investors are being pushed further out the risk curve as cash no longer protects against inflation * How stablecoins are becoming the core settlement layer for tokenized assets * Why regulation may be slow and messy, but remains structurally viable * How tokenization is unlocking access to private credit and private markets * Why geopolitical shocks don't matter to immediate crypto price action * Why Bitcoin wallet movements may reflect quantum-risk mitigation, not weakening conviction Rather than a single catalyst, David explains why crypto’s next move will come from a confluence of forces converging into a tipping point that’s already forming across real-world assets. 💡 Even as financial infrastructure evolves, hard assets still matter. Add physical gold & silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:26 - How David Made the Jump from TradFi to Crypto 2:15 - Crypto’s Next Tipping Point Is Institutional 4:12 - Why Liquidity Is Forcing Investors Out the Risk Curve 8:02 - How Stablecoins Fit in Today’s Macro Environment 11:51 - Stablecoins: The Real Infrastructure Layer of Crypto 18:51 - From Regulation Fears to a Workable Path Forward 25:15 - The Tokenization Trend and Private Markets 33:16 - Why Crypto Price Action Doesn’t React to Geopolitical Events Directly 39:33 - ⭐ Wealthion Golden Nugget: Analyzing Quantum Risk to Bitcoin 46:01 - What Factors Could Influence David’s Perspective of Markets for 2026 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Crypto #Bitcoin #Stablecoins #Liquidity #InstitutionalInvesting #MacroInvesting #Tokenization #RealWorldAssets #CryptoRegulation #FinancialInfrastructure

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