Bell Curve Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap
Jun 30, 2025
Boccaccio from 0xResearch dives into key insights from the Permissionless IV conference. He highlights the fascinating evolution of Bitcoin as it gains traction in finance, alongside the rise of treasury companies transforming into token models. The discussion veers into the future of stablecoins, examining their critical role in fiscal policy. Boccaccio also touches on macroeconomic influences, showcasing how these factors shape crypto values. Plus, the involvement of big tech in crypto presents both challenges and opportunities for the industry.
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Rise of Treasury Companies
- Treasury companies and token acquisition firms are gaining momentum as a new crypto trend.
- They open access to debt markets, appealing to a different investor base than equity.
Bitcoin's Growing Influence
- Bitcoin leads the discussion and gains prominence after years of underrepresentation.
- Token acquisition companies centered on Bitcoin are expected to grow significantly worldwide.
Crypto's Golden Age of Innovation
- Crypto's current phase feels like a golden age for novelty and innovation.
- Token treasury vehicles are proliferating and will see even more complex iterations like ETFs wrapped into each other.