Episode Details
| Title | Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta |
|---|---|
| Date | 6/18/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $INFRA - Vishal predicts significant growth in crypto market infrastructure, comparing its potential impact to that of AWS in cloud computing. He emphasizes the need for infrastructure to support a fragmented stablecoin market and envisions the development of matching engines and cloud solutions for crypto markets.
- “With that fragmentation, you're gonna need infrastructure. And with infrastructure, you're gonna need teams that are gonna be able to speak kind of all of these things.” - Vishal (13:22)
- “I think we'll have an AWS moment for for markets, and that's matching engines. That's, you know, cloud solutions, a bunch of things that we wanna build.” - Vishal (31:20)
- 🟢 $STABLES - 🔒
- 🟢 $PYUSD - 🔒
Bearish:
- 🔻 $CEFI - 🔒