The infrastructure for crypto-native finance has progressed from experimental concepts to tangible financial products. Tokenized securities are transitioning to regulated offerings, and stablecoin technologies are evolving into essential components of 24/7 payment systems. Traditional financial technology firms are integrating crypto functionalities to enhance settlement processes. Insights from industry professionals highlight that real value is being generated through regulated platforms and stablecoin systems. The recent legislative changes like the GENIUS Act also open new pathways for financial institutions to leverage stablecoin infrastructure effectively.
At the very beginning, we were trying to partner with any great entrepreneur who we thought could help extend the USDC network. But as stablecoin issuance became increasingly competitive, my focus shifted.
We started to strongly take the view that the issuance layer will eventually become commoditized. We think value is actually going to accrue down more towards the application layer.
The recent passage of the GENIUS Act creates new opportunities for financial institutions to integrate stablecoin infrastructure into their core operations.
Juan's perspective on where real value is being created—from tokenized equity platforms achieving regulatory approval to stablecoin routing systems—offers insight into how crypto infrastructure is becoming essential plumbing for modern financial services.
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