Everything on Fintech Infrastructure

High-throughput blockchains are capturing dominant market share in tokenized equities as issuers prioritize speed, cost, and 24/7 settlement capabilities.

Impact: Positions scalable networks as critical financial infrastructure, driving revenue growth for ecosystem developers and liquidity providers.

— from Bitcoin's Structural Shift: Macro Drivers, Tokenization, and Capital Rotation · The Milk Road Show· Jun 24, 2026

Agentic commerce will demand payment rails processing billions of transactions per second, making high-throughput blockchains and stablecoins essential over legacy systems.

Impact: Forces financial platforms to upgrade latency and throughput capabilities to capture autonomous transaction volume.

— from AI Commerce, Software Economics, and Payment Infrastructure Shifts · a16z Podcast· Apr 28, 2026