Blockworks (macro content)

Blockworks (macro content)

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Macro and markets interviews; policy and cycle analysis relevant to U.S. outlook.

On the Design Space for Equity, Commodity, and FX Perps | DAS NYC 2026 | Day 3 | Insights
VideoApr 10, 2026

On the Design Space for Equity, Commodity, and FX Perps | DAS NYC 2026 | Day 3 | Insights

The talk by Shyon Sing Gupta of Multicoin Capital centered on the looming trillion‑dollar migration of traditional assets—equities, commodities, rates, and FX—from legacy infrastructures onto blockchain rails. He contrasted the massive daily notional volumes on conventional systems with crypto’s comparatively...

By Blockworks (macro content)
OTC Arbitrage and the Hidden Yield in Crypto’s Secondary Markets | DAS NYC 2026 | Day 3 | Insights
VideoApr 10, 2026

OTC Arbitrage and the Hidden Yield in Crypto’s Secondary Markets | DAS NYC 2026 | Day 3 | Insights

Baron Naidu, founder of Neutral, outlined how crypto’s secondary markets generate hidden yield through OTC arbitrage, a strategy rarely discussed at conferences. He highlighted that 85% of recent token launches have underperformed, with early investors facing average 50% markdowns, and...

By Blockworks (macro content)
Hyperliquid: The Architecture of Onchain Markets | DAS NYC 2026 | Day 2 | Insights
VideoMar 27, 2026

Hyperliquid: The Architecture of Onchain Markets | DAS NYC 2026 | Day 2 | Insights

Blockworks researcher Shauna Deans outlined a thesis that 24/7 equity perpetual contracts will become a dominant trading theme in 2026, and argued that Hyperliquid’s HIPP3 architecture is uniquely positioned to capture this demand. She contrasted traditional options—$48 trillion monthly zero‑day volume...

By Blockworks (macro content)
On the Design Space for Equity, Commodity, and FX Perps | DAS NYC 2026 | Day 3 | Insights
VideoMar 27, 2026

On the Design Space for Equity, Commodity, and FX Perps | DAS NYC 2026 | Day 3 | Insights

Shayon Sengupta led a DAS New York 2026 panel examining the evolving design space for perpetual contracts across equities, commodities and foreign‑exchange markets. The discussion highlighted how tokenized structures, collateral flexibility, and cross‑asset pricing models are reshaping liquidity provision. Participants...

By Blockworks (macro content)
From Issuance to Trading: The Onchain Lifecycle of Real World Assets |DAS NYC 2026| Day 3 | Insights
VideoMar 27, 2026

From Issuance to Trading: The Onchain Lifecycle of Real World Assets |DAS NYC 2026| Day 3 | Insights

At DAS New York 2026, Solomon Tesfaye and Jeremy Berrington unpacked the full on‑chain lifecycle of real‑world assets, from initial token issuance through secondary market trading. They highlighted how standardized token frameworks and digital custodians enable seamless transfer of ownership...

By Blockworks (macro content)
Building the Institutional Digital Asset Stack: Connectivity and Trusted Execution|DAS NYC 2026|Day3
VideoMar 27, 2026

Building the Institutional Digital Asset Stack: Connectivity and Trusted Execution|DAS NYC 2026|Day3

At DAS New York 2026, a panel of industry veterans—including Joseph Spiro, Tomasz Stańczak, Ben Fisch, Luke Xiao, and David Cunningham—outlined the emerging institutional digital‑asset stack. They emphasized two pillars: seamless connectivity to legacy finance systems and the deployment of...

By Blockworks (macro content)
Tokenization Is Eating the World | DAS NYC 2026 | Day 3 | Insights
VideoMar 27, 2026

Tokenization Is Eating the World | DAS NYC 2026 | Day 3 | Insights

At DAS New York 2026, a panel featuring John Wu, Carlos Domingo and Danny K explored how tokenization is reshaping the global economy. They outlined rapid growth in digital asset issuance, noting that tokenized assets now represent billions of dollars...

By Blockworks (macro content)
OTC Arbitrage and the Hidden Yield in Crypto’s Secondary Markets | DAS NYC 2026 | Day 3 | Insights
VideoMar 27, 2026

OTC Arbitrage and the Hidden Yield in Crypto’s Secondary Markets | DAS NYC 2026 | Day 3 | Insights

The panel highlighted how over‑the‑counter (OTC) desks exploit price discrepancies between spot crypto markets and derivatives to generate consistent returns. Speakers explained that secondary market liquidity, often overlooked, creates hidden yield opportunities for sophisticated traders. They also discussed the role...

By Blockworks (macro content)
Built Different: Avoiding TradFi's Cardinal Sins | DAS NYC 2026 | Day 3 | Insights
VideoMar 27, 2026

Built Different: Avoiding TradFi's Cardinal Sins | DAS NYC 2026 | Day 3 | Insights

At DAS New York 2026, Robert Burkhart warned that traditional finance (TradFi) repeats three cardinal sins—over‑leverage, opaque governance, and legacy‑bound technology—hindering resilience and growth. He argued that these systemic flaws create flash‑point vulnerabilities, as seen in recent banking crises, and...

By Blockworks (macro content)
Crypto Venture: Is There Still Any Alpha? | DAS NYC 2026 | Day 3 | Investor
VideoMar 27, 2026

Crypto Venture: Is There Still Any Alpha? | DAS NYC 2026 | Day 3 | Investor

At DAS New York 2026, a panel of crypto veterans—including Catrina Wang, Soona Amhaz, Mike Dudas, Marcos Veremis, and Richard Muirhead—debated whether venture capital can still generate alpha in the maturing cryptocurrency market. The discussion highlighted a shift from speculative...

By Blockworks (macro content)
Tokenization's Next Unlock: Direct Indexing for All | DAS NYC 2026 | Day 3 | Investor
VideoMar 27, 2026

Tokenization's Next Unlock: Direct Indexing for All | DAS NYC 2026 | Day 3 | Investor

At DAS New York 2026, panelists Michael Orzano, Jon Casterline, and Anna Wroblewska argued that tokenization is poised to democratize direct indexing, a strategy previously limited to high‑net‑worth investors. They highlighted how blockchain‑based tokens can fractionalize individual securities, allowing retail...

By Blockworks (macro content)
The Institutional Allocator's Perspective on Crypto | DAS NYC 2026 | Day 3 | Investor
VideoMar 27, 2026

The Institutional Allocator's Perspective on Crypto | DAS NYC 2026 | Day 3 | Investor

At DAS New York 2026, a panel of institutional investors—including Chris Solarz, Sumit Sharma, Leopoldo Ochoa, and Bart Smith—examined how allocators are approaching crypto assets. They highlighted a shift from speculative exposure to strategic, risk‑adjusted allocations across Bitcoin, Ethereum, and...

By Blockworks (macro content)
AI As a Blessing, Not a Curse, To The US Economy | DAS NYC 2026 | Day 2 | Forward...
VideoMar 26, 2026

AI As a Blessing, Not a Curse, To The US Economy | DAS NYC 2026 | Day 2 | Forward...

The presentation at DAS NYC 2026 framed artificial intelligence as a catalyst for U.S. economic expansion, contrasting it with a stagnant European outlook. The speaker argued that AI, following the internet and cloud revolutions, is now the dominant productivity shock,...

By Blockworks (macro content)