Bitcoin Crashed. 15 Major Investors Were Asked If They Sold. Not One Did

The guest sees a path for advisers to extend familiar cash-yield and custody services into onchain finance: he says non-custodial stablecoin vaults could offer 5% yield, while the SEC custody proposal could enable stablecoin custody, vault participation, and tokenized assets. That opportunity stands against the $40 trillion U.S. wealth-management sector’s current lack of infrastructure integrated with onchain operations.

The guest argues that crypto’s remaining adoption barrier is increasingly investors’ limited attention, not just infrastructure or access: advisers must prioritize client development, U.S. equity risk, AI, and credit, while many assume clients are uninterested. He says that perception is often wrong, even as potential users are busy and focused on other matters, including the bond market.

Crypto engagement appears to be progressing on both institutional and political fronts, though the bullets do not establish a connection between them: the guest says major financial institutions are entering crypto without waiting for regulatory clarity, and a survey of 15 large investors found none sold during the bear market, with most adding exposure. Separately, the guest predicts crypto will gain broader, less partisan support across America over the next two years.