My hot take is that most corporates (even those that say they are all in on crypto) still really don't grok the inevitable reality that public blockchain infra & DeFi is designed, from a first principles pov, to completely replace their profitable legacy systems
Now regs have

Building on my earlier post about why a token has value (yield, utility and governance) - I want to talk about RWAs on public blockchains. Warning: many of you are going to hate what I have to say here.
People get excited when they see TradFi players making moves toward

Mike Cagney 

Twitter

我的觀點是，大多數企業（即使是那些聲稱全力投入加密貨幣的企業）仍然沒有真正理解一個不可避免的現實：從根本上講，公共區塊鏈基礎設施和去中心化金融（DeFi）的設計目的就是為了徹底取代他們盈利的傳統系統。

現在監管機構已經……

微策略（Strategy）創辦人 Michael Saylor 斷言比特幣已贏得全球敘事戰，同時點名 BIP- […]
〈Michael Saylor 警告 BIP-110 是比特幣最大威脅；四年週期已死、機構資本才是真主角〉這篇文章最早發佈於動區BlockTempo《動區動趨-最具影響力的區塊鏈新聞媒體》。

Michael Saylor 警告 BIP-110 是比特幣最大威脅；四年週期已死、機構資本才是真主角

Block 旗下的比特幣項目比特幣 at Block（Block 由 Twitter聯創傑克·多西創立）剛剛宣佈上線免費比特幣水龍頭，標記比特幣分發模式的迴歸……

傑克·多西宣佈了一項價值 100 萬鎂的項目，旨在免費贈送比特幣。

加密貨幣並沒有失敗，它只是在過去十年裡，找錯了用戶。