Name: The Blockworks Vision
Uploaded: 2026-04-22T17:01:20+00:00
Duration: 2698 s

Speakers

Mike Ippolito — Co-founder, Blockworks

Jason Yanowitz — Co-Founder, Blockworks

Summary

Jason Yanowitz and Mike Ippolito discuss Blockworks' rebrand and the current state of crypto, focusing on a trust crisis in tokens even as institutional adoption grows. They argue that capital markets are moving onchain over the next 5-10 years, requiring better disclosures and data infrastructure, while only a small number of category-winning tokens are likely to compound. They also discuss the four-year cycle, market consolidation, and timing for a potential recovery.

Blockworks rebrands around onchain capital markets and data/disclosure infrastructure.
Crypto has an institutional bull market but a broken broad token market.
Token supply explosion and weak price-to-revenue link signal a trust problem.
Speakers expect consolidation and dispersion, with a few category winners.
Onchain RWAs, vaults, and yield products are seen as a large future market.
Four-year cycle suggests price recovery may precede business sentiment.
Prediction markets, DeFi, and onchain equities are mentioned as examples or context.

Ideas

Mike Ippolito Co-founder, Blockworks 2:34

Institutional crypto bull market is real.

There is a real institutional bull market in crypto, evidenced by major institutions and regulators engaging with the industry and focusing on stablecoins and RWAs, even as the crypto-native token side struggles.

Mike Ippolito Co-founder, Blockworks 7:51

Most tokens remain broken and untrustworthy.

The broad token market is structurally broken: token supply exploded, the median token is down about 80% over five years, on-chain revenue growth has not translated into price, and investors have been repeatedly rugged because token rights and disclosures are unclear. The regulatory shift may allow tokens to work, but until trust and value-accrual structures are repaired, most tokens remain unattractive.

Jason Yanowitz Co-Founder, Blockworks 20:22

Capital markets are moving onchain.

Capital markets are being rebuilt onchain over the next 5-10 years. This is the mega trend, powered by trust, standardized disclosures, and data infrastructure that connects investors with onchain businesses.

Mike Ippolito Co-founder, Blockworks 29:21

Category-leading tokens will compound.

The crypto market is consolidating around category winners. If 10-15 tokens adopt cleaner structures, kill equity overhangs, drive returns to token holders, and generate revenue, they will compound and pull ahead, forcing other founders to follow and helping end the bear market.

Jason Yanowitz Co-Founder, Blockworks 37:14

RWAs onchain need disclosure infrastructure.

Real-world assets such as treasury funds, private and public company shares, vaults, and yield products are moving onchain. They will need the same standardized disclosure and data frameworks as tokens, creating a large market opportunity.

Mike Ippolito Co-founder, Blockworks 42:34

Crypto prices recover into year-end.

The four-year crypto cycle is in effect. After the initial dump, prices often recover faster than business sentiment, which lags by about six months. This year may resemble 2019/2023, with a general market move and sentiment aligning toward the end of the year before winners pull ahead.

This Bell Curve video, published April 22, 2026, features Mike Ippolito, Jason Yanowitz discussing Institutional crypto, Crypto tokens, Onchain capital markets, Top 10-15 crypto tokens, RWAs, Crypto Market. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mike Ippolito, Jason Yanowitz · Tickers: Institutional crypto, Crypto tokens, Onchain capital markets, Top 10-15 crypto tokens, RWAs, Crypto Market

The Blockworks Vision

Summary

Ideas

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