Arthur Hayes, CIO of Maelstrom, stated that US policymakers may increase money printing to support AI infrastructure and government debt, potentially boosting crypto prices. He also noted a potential shift in China toward monetary stimulus, which could increase demand for scarce assets.
During the CONNECT conference in Seoul, experts discussed the transition of traditional finance to blockchain. Catrina Wang of Portal Ventures noted that established financial firms have a competitive advantage due to their existing customer bases, while R3 co-founder Todd McDonald highlighted the role of public blockchains in expanding institutional reach.
Justin Kugel of World Liberty Financial observed that investors often prefer centralized intermediaries for asset management and protection. Meanwhile, Chetan Karkhanis of Franklin Templeton confirmed the firm has no plans to issue its own stablecoin, focusing instead on tokenized money market funds that integrate with stablecoins.
Haonan Li, CEO of Codex, reported rising demand for stablecoin payments along trade routes between Asia, Latin America, and sub-Saharan Africa. Ilya Podoynitsyn of FinHarbor advised companies to assess liquidity and risk tolerance before adopting crypto treasury strategies, noting that balance sheet requirements vary significantly.
Michael Camarda of SharpLink explained that the company utilizes both share repurchases and direct Ether purchases to manage its treasury. These strategies are designed to appeal to different investor groups, with institutional investors favoring metrics like Ether holdings per share.
