Everything on Asset Strategy

USDC has established itself as the default compliant asset for institutional trading on Ethereum. Its dominance is reinforced by regulatory clarity and the specific needs of regulated entities for auditable, stable assets.

Impact: Institutions should standardize on USDC for DeFi interactions to minimize compliance risk and maximize liquidity access.

— from Institutional Crypto Adoption and Stablecoin Strategy · The Milk Road Show· Aug 28, 2026

Bitcoin functions as an asymmetric asset that performs well in both high-liquidity risk-on environments and high-uncertainty risk-off scenarios. Capital flight from geopolitical hotspots drives demand due to Bitcoin's superior portability and liquidity compared to physical assets.

Impact: Investors can leverage Bitcoin's dual utility to hedge against both inflationary liquidity injections and sovereign instability, reducing portfolio correlation to traditional risk factors.

— from Bitcoin Resilience, Gold Liquidity Crisis, and Fed Policy Misalignment · The Milk Road Show· Mar 23, 2026