Crypto CEOs, Surviving Crypto Winter | Bloomberg Crypto 8/18/2026
Спикеры
Raghu Yarlagadda
— CEO, FalconX
Carlos Domingo
— Генеральный директор, Securitize
Nathan Dean
— Старший аналитик по политике США, Bloomberg Intelligence
Kavita Gupta
— Основатель и генеральный партнер, Delta Blockchain Fund
Anthony Soohoo
— Генеральный директор MoneyGram
Yesha Yadav
— Associate Dean and Professor of Law, Vanderbilt Law School
Norah Mulinda
— Рыночный обозреватель, Bloomberg
Bloomberg Crypto hosted institutional crypto executives and policy experts to discuss tokenization, regulatory clarity, prediction markets, and crypto payments. FalconX and Securitize emphasized growth in real-world asset tokenization and tokenized fixed income and equities. Nathan Dean assessed Washington's crypto rulemaking path, while MoneyGram detailed its Solana-based cash on/off ramps and defended incumbent payment networks.
- Raghu Yarlagadda sees institutional fixed income tokenization volumes surging and real-world asset credit demand exceeding supply.
- Carlos Domingo highlights Securitize's growth in tokenized fixed income and tokenized equities and its NYSE partnership.
- Nathan Dean notes SEC and CFTC proposals may deliver regulatory clarity even if the CLARITY Act stalls.
- Yesha Yadav questions Kalshi's $40 billion valuation given legal and regulatory overhangs.
- Kavita Gupta sees investors and founders starting to rotate capital from AI back into crypto.
- Anthony Soohoo announces MoneyGram ramps on Solana and argues physical locations remain a competitive advantage.
- Midday market moves included chip-stock pressure, Brent crude above $91, and the 30-year Treasury yield at its highest since 2007.
Идеи
Tokenized fixed income volumes are surging
FalconX is seeing unprecedented fixed-income tokenization trading volumes, with volumes growing as much as six times or 100 times, because institutions increasingly want instant settlement and tokenized claims.
Institutional RWA credit demand exceeds supply
Real-world asset credit is bottlenecking because demand is outstripping institutional supply; FalconX is focusing heavily on raising credit and secured a $1 billion Athena line to scale institutional real-world asset tokenization and trading.
Institutional volume to lift Bitcoin eventually
Institutional tokenized and real-asset trading volumes have a direct bearing on major token prices; volumes are large but still early and not far from a tipping point, so Bitcoin should eventually see price follow-through.
Securitize benefits from long-term tokenization growth
Securitize's strategy of partnering with large asset managers and tokenizing yield-bearing assets is producing 16% first-half growth and surging transaction volumes, supporting the company despite short-term quarterly volatility.
Tokenized equities have huge growth runway
Tokenized equities are only about $2.5 billion against a market of over $100 trillion, with most current tokenized assets being synthetics; on-chain equities and NYSE's Q4 institutional venue can drive growth by 2027.
Coinbase regulatory clarity until 2030
SEC and CFTC proposals can deliver regulatory clarity even if the CLARITY Act stalls; from Coinbase's perspective there should be enough regulatory clarity until about 2030, though a Democratic sweep could unwind it later.
Solana gains MoneyGram retail off-ramps
MoneyGram chose Solana for its new ramps because it provides open access; developers building on Solana can use MoneyGram's 500,000 retail locations as cash on/off ramps, connecting real-world cash to digital payments.
MoneyGram retains dominant payments position
Trusted, regulated payment networks with physical and digital endpoints will remain dominant; MoneyGram's 500,000 retail locations and billions of digital endpoints are a plus as payments become faster, cheaper, and more seamless.
Далее
This Bloomberg Markets video, published August 18, 2026, features Raghu Yarlagadda, Carlos Domingo, Nathan Dean, Anthony Soohoo discussing Tokenized fixed income, Real-world asset tokenization, BTC, SECZ, Tokenized Equities, COIN, SOL, MGI. 8 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Raghu Yarlagadda, Carlos Domingo, Nathan Dean, Anthony Soohoo · Tickers: Tokenized fixed income, Real-world asset tokenization, BTC, SECZ, Tokenized Equities, COIN, SOL, MGI