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| By Beth Canova |
When we hear “crypto adoption,” many investors imagine tokens on balance sheets.
And sure, that counts. But there’s a deeper level of adoption. One that focuses on the technology crypto offers.
That type of acceptance tends to make a quieter splash in the media. But it’s even more powerful. Because it tells us the smart money isn’t taking on a short-term risk.
It’s betting big on select crypto tech in the long term. By incorporating crypto into its own operating systems.
On that note, Juan Villaverde had a message on Friday that no investor can afford to ignore: Crypto May Be Wired into Institutions You Already Own.
That’s because crypto technology — specifically, blockchains and smart contracts — can fix TradFi’s decades-old crumbling infrastructure that cannot keep up with modern demands …
And certainly is not prepared for the rapidly approaching age of AI.
For investors, the key is knowing which TradFi firms have jumped on the crypto bandwagon … and which will be left out of future of finance.
Juan gave you one more key insight this week: To stay ahead of this shift, you’ll want to Bet on the Plumbing When Crypto & Wall Street Collide.
So, he outlines four types of crypto assets that are likely to act as the picks and shovels plays of this infrastructure revolution.
As for the rest of your Weiss crypto experts, here are their key takeaways from the market this week …
Real Revenue Has Become the Crypto Trend of the Year
In cycles past, traders would eagerly await the arrival of “altcoin season.” When alts would blow past Bitcoin (BTC, “B+”) to hit insane rallies in no time at all.
With a maturing market and more discerning investors, however, altcoin season looks different today. Now, the alts set to outperform are those that can prove to the adults in the room they can earn real money.
DeFi expert Marija Matić highlights some of the most promising hopefuls of the coming cycle.
2 Cryptos Hit New All-Time Highs Without the Hype
Two crypto upstarts have cracked the code to getting real revenue reflected in their token price. But despite hitting new highs recently as Bitcoin corrected, both have flown under the radar.
Until now. Marija walks you through the tokenomics of each. This way, you can see if either speculative play is right for your strategy.
AI Meets Predictive Markets in Meta’s Futuristic New Tech
Your data is already a hot commodity. That’s why big tech already tracks what sites you go to, how long you stay, what you search, etc.
So, what happens when data mining meets predictive markets? When companies can track what you will do, not just what you’ve done?
Well, that will be commodified too. In fact, Meta’s latest tech is the first step in this direction.
Which is why Mark Gough lays out the opportunity that’s just starting to form for investors.
Bet on the Gatekeepers Shaping the AI Agent Marketplace
AI was pitched as democratization: a capable model in every set of hands. But the enterprise market — where real money can be made off of AI — is building the opposite, a permission system.
That has split AI into two tiers: one that can access opportunity, and one that can’t.
This week, tech expert Jurica Dujmovic — who actually builds the software that puts AI into practical workflows — walks you through the gates that separate the two tiers. And, he gives you a picks and shovels way around them.
But that’s all for this week! Be sure to look for your next Weiss Crypto Daily update tomorrow afternoon.
Best,
Beth Canova
Crypto Managing Editor
