Search

Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Jan 30 WATCH Jordi Alexander
Founder/CIO, Seleni Capital
"Canton is one of the projects that is really kind of bringing some of the traditional Wall Street players together... we invested along with Goldman Sachs and Citadel." While retail crypto is depressed, institutional adoption is quietly accelerating (UBS hiring crypto heads, banks tokenizing assets). These institutions will not use public, permissionless chains for core settlement due to privacy/compliance needs. They will use "Cabal" chains like Canton. WATCH. This represents the "adult" table of crypto. It may not have a retail-pump token immediately, but it represents the infrastructure that survives the purge. Slow adoption cycle; "Corporate blockchains" have a history of failing to gain network effects. The Block
Is crypto dead or is there hope for 2026? Wit...