The Rollup Crypto Twitter Says Bear, Wall Street Says Bull with Framework Ventures founders
10 snips
Nov 14, 2025 
Join Michael Anderson and Vance Spencer, co-founders of Framework Ventures, as they dive into the world of DeFi and tokenized assets. They explore why institutional investors are keen on stablecoin exposure and challenge the myths of the four-year crypto cycle. Discover how projects must adapt to survive in this changing landscape, and why the recent Hyperliquid unlock could be more bullish than anticipated. Plus, get insights into the risks of opaque fund management and the future of curated lending markets.
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Institutions Are Pushing Tokenization
- Institutional demand for tokenized stablecoins and RWAs is surging as asset managers ask how to bootstrap on-chain liquidity.
- Framework's LPs repeatedly ask specifically how to get access to stablecoins and tokenized yield products.
Build A Business Model Or Pivot
- Build a clear, revenue-generating business model or pivot quickly if you lack one.
- Projects without revenue or institutional fit must reset valuations or change strategy to survive.
Four-Year Cycle Is Losing Explanatory Power
- The four-year crypto cycle narrative is breaking down and expecting identical drawdowns is flawed.
- Recent selling may be an oversell driven by traders ready to fire at the first correction, not a structural crash.