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 🤨 Blockchains may finally free banks from COBOL

Bottom line: Blockchain-based payment systems fix a problem banks have struggled with for years: their reliance on outdated, antiquated infrastructure. Paired with stablecoins, this makes for a very powerful alternative.

My take: This may be the beginning of crypto infrastructure quietly replacing financial plumbing. The question is what this means for us as investors.

For over a decade, altcoin investment narratives have centered on crypto replacing legacy finance. Yet, with stablecoins and seamless transaction networks like BASE and BUIDL, legacy financial entities can do everything crypto does without forcing people to buy a token. DeFi, DePIN, AI, and everything else can happen in your government’s currency.

This waters down “disruption” narratives and may drive more value to protocol-level innovation and features that the banks can’t or won’t replicate. For example, Chainlink (plumbing) and decentralized exchanges (Hyperliquid, Thorchain, Uniswap, etc).

Why you should care: If your altcoin thesis hinges on “replacing the banks,” now’s the time to re-evaluate.

😳 Facts vs. Myths: The Truth About Crypto Treasury Companies

You already know that Bitcoin treasury companies don’t generate value from their Bitcoin.

They raise money from investors, buy Bitcoin for the balance sheet, and hope the price of Bitcoin remains high enough for a prolonged period to boost their “book value,” so investors will pay more for shares of the stock in the future.

At least, that's the hope.

(We’re talking about Metaplanet, Strategy฿, and other entities that raise capital to buy Bitcoin, not businesses that have purchased some Bitcoin for their treasuries.)

Arca sorts the facts from fiction and argues that’s a poor strategy, but for different reasons than you might think. First, investors get hosed. Second, tokens—not public equity shells—offer a better way to raise capital, especially when tied to business models with actual utility or cash flow.

Read the article for the full details.

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— Mark