CMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success)
CMS Holdings operator Dan joins us for a conversation about positioning for the next bull market.
Tokenized equities end up bigger than stablecoins, and Dan Matuszewski thinks most people have the reason wrong. It isn't about 24/7 trading or DeFi composability. It's that an enormous share of the world wants to own Nvidia and structurally can't, exactly the gap Tether filled for dollars. He also pushes back on the barbell everyone's crowding into, and makes the contrarian case that L1s are underrated because nobody can articulate why you'd own them.
Dan Matuszewski is the Co-Founder of CMS…
The skinny
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