Crypto is entering a new phase, not driven by hype or narratives but by real fundamentals and financial infrastructure. In this conversation with CoinFund's Chris Perkins, David Duong, CFA, Global Head of Investment Research at Coinbase, explores how these things are shaping and solidifying crypto’s future.

This discussion explores:

* Why investors are being pushed further out the risk curve as cash no longer protects against inflation

* How stablecoins are becoming the core settlement layer for tokenized assets

* Why regulation may be slow and messy, but remains structurally viable

* How tokenization is unlocking access to private credit and private markets

* Why geopolitical shocks don't matter to immediate crypto price action

* Why Bitcoin wallet movements may reflect quantum-risk mitigation, not weakening conviction

Rather than a single catalyst, David explains why crypto’s next move will come from a confluence of forces converging into a tipping point that’s already forming across real-world assets.

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Chapters:

1:26 - How David Made the Jump from TradFi to Crypto

2:15 - Crypto’s Next Tipping Point Is Institutional

4:12 - Why Liquidity Is Forcing Investors Out the Risk Curve

8:02 - How Stablecoins Fit in Today’s Macro Environment

11:51 - Stablecoins: The Real Infrastructure Layer of Crypto

18:51 - From Regulation Fears to a Workable Path Forward

25:15 - The Tokenization Trend and Private Markets

33:16 - Why Crypto Price Action Doesn’t React to Geopolitical Events Directly

39:33 - ⭐ Wealthion Golden Nugget: Analyzing Quantum Risk to Bitcoin

46:01 - What Factors Could Influence David’s Perspective of Markets for 2026

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