The J Curve with Olga Maslikhova What Money Means Is About to Change - with Roberto Dagnoni (Mercado Bitcoin), Gui Gomes (OranjeBTC) and Ben Lizana (SoftBank)
Nov 26, 2025
Roberto Dagnoni, Executive Chairman of Mercado Bitcoin, leads on digital-asset infrastructure in Brazil. Gui Gomes, founder of OranjeBTC, shares insights on Bitcoin treasuries. Ben Lizana from SoftBank Latin America discusses institutional investment trends. They explore hurdles to crypto adoption, the benefits of Latin America’s volatility, and the growing interest in digital-asset companies in public markets. The trio delves into lessons from past crypto cycles and predicts how tokenization and stablecoins will reshape the financial landscape.
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Market Maturity And Institutional Entry
- The market matured after the 2022–23 cleansing and is now larger with regulated rails and institutional entry.
- Institutions and corporates are shifting from sidelines to meaningful adoption driven by clearer regulation and products.
Emerging Markets' Adoption Edge
- Emerging markets adopt crypto faster out of necessity and structural gaps, creating practical innovation use cases.
- Latin America's volatility and prior inflation experience make users more open to Bitcoin and stablecoins.
Use Regulation To Unlock Institutional Capital
- Regulators and clear rules unlock institutional demand, as seen with ETFs drawing huge latent capital.
- Educate institutions while building compliant products to accelerate that institutional flow.