1. The New Meta: On-Chain + Off-Chain TradFi The loudest narrative this cycle is the seamless fusion of traditional finance and DeFi.Stablecoins Go Infrastructure Stablecoins are no longer just “dollars on-chain”; they are the plasma connecting TradFi and DeFi. Alpha lies in arbitraging cross-chain yield differentials, locking stablecoin flows, and building novel rails on top of them.The MicroStrategy Effect for BTC & ETH Public companies adding crypto to their balance sheets is now a trend, ...