Zortix matched this thesis to Crypto & blockchain ETFs as one way for retail investors to get exposure. Not a recommendation.
Institutional DeFi adoption path: siloed then integrated
The discussion framed the likely evolution as institutions first building separate, private, compliant sandboxes on Ethereum, which later gradually integrate with the core DeFi ecosystem as standards and bridges mature.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.