Had a great conversation with Michael Lau at Consensus, and one thing became very clear despite all the noise around rate uncertainty and geopolitical headwinds, the core fundamentals of this space remain incredibly strong. Yes, macro conditions are still evolving and policy decisions continue to influence short-term sentiment, but when you zoom out, the structural growth story hasn’t weakened at all.
Stablecoins are scaling globally and increasingly positioning themselves as real financial infrastructure rather than just crypto-native tools. Institutional capital is still flowing in, and this isn’t speculative hype it’s strategic, long-term allocation from serious players who understand where the industry is heading. At the same time, RWA tokenization is gaining meaningful traction, accelerating the bridge between traditional finance and on-chain ecosystems faster than many anticipated.
Short-term volatility is part of the cycle, but long-term conviction is built in moments like these. The builders haven’t stopped, capital hasn’t vanished, and innovation certainly hasn’t slowed. The thesis remains intact.
We keep building. We keep positioning. We stay focused on the long game.
BUIDL season never ends.