Podcast: Bridging TradFi & Crypto

Friends and associates,

As a regular contributor to CFA’s Enterprising Investor, I keep an eye on what other professionals are writing. Earlier this year, I came across a piece from Franklin Parker, who posed a challenge to the crypto community:

"On behalf of the professional investment community, I am respectfully asking any crypto expert to put together a cogent, coherent concept of how to make buy and sell decisions in a cryptocurrency portfolio."

This resonated with me, so I responded with an article titled "Bitcoin Valuation: 4 Methods." From there, Franklin and I struck up a great conversation, which eventually led to a fascinating podcast episode.

In this episode, we dive deep into some of the most important developments in crypto today, including:

• Bitcoin’s role as both a store of value and a unit of account

• The current shift in the global monetary regime

• How demographic trends are paving the way for constructive regulation

• The rise of nation-state adoption of cryptocurrencies

• Why traditional financial institutions are likely to adopt stablecoin infrastructure soon

I believe this conversation will be valuable for anyone navigating the intersection of traditional finance and crypto technology. Whether you're a crypto enthusiast or a finance professional trying to make sense of the space, there’s something in it for you.

Listen to the episode on:

• Apple Podcasts: https://podcasts.apple.com/us/podcast/cfa-dfw-charterholder-chatter/id1606239163?i=1000672722547

• Spotify: https://open.spotify.com/episode/2rggDThwpHZVxRTj7q3ltE?si=sS1g1qquQ0uosEWfcPxevw

• Stream on the CFA Society Dallas/Fort Worth website: https://bit.ly/3YYiqU2

For anyone who missed it, start-up unicorn and global payments leader Stripe recently acquired stablecoin company Bridge for $1.1 billion. This move places Stripe alongside PayPal and Block Inc. (formerly Square Inc.)—all of whom have integrated stablecoins into their platforms. The adoption of stablecoins by these major players signals a growing convergence between traditional finance (TradFi) and crypto, setting the stage for broader crypto adoption in the future.

Thank you for your ongoing support, and I hope you enjoy the episode.

Rob Price, CFA

P.S. I will be in South Africa in November and December. I look forward to seeing some of you soon

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