Dan Gambardello
Dan Gambardello|Sep 23, 2026 23:36
Crypto holder, Blackrock just dropped us all a hint that we're entering a cycle like no other cycle we have experienced. Four things happened today, and on their own each one matters, but when you connect them you start to see how different this world is from the one we've been investing in. 1. NYSE and Blockchain,com are working on bringing tokenized stocks and ETFs to 44 million accounts. 2. The head of the CFTC is talking about preparing markets for assets moving on chain. 3. BlackRock put out research on AI agents using stablecoins to settle money on chain. 4. And the Treasury is planning to buy back up to $6 billion of longer term debt, all after QT finally ended. It's a red day and I get why it's hard to believe after five years of chop. I just don't want to be so focused on the next red candle that I miss what's actually being built.
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