Great chat with Michael Lau at Consensus.
Despite rate uncertainty and geopolitical headwinds, fundamentals are strong
• Stablecoins scaling globally
• Institutional capital flowing in
• RWA tokenization gaining traction
Long-term conviction intact. Keep Building
#CZAMAonBinanceSquare #USNFPBlowout #TrumpCanadaTariffsOverturned #USRetailSalesMissForecast #USTechFundFlows