boundary
boundary|Oct 30, 2025 13:43
Recently, I've been feeling some physical discomfort with the crypto space. The hype is always on the path of PvP. At the moment, the only self-sustaining track in the entire industry seems to be decentralized casinos that rake in profits, or you could say casinos with much lower KYC thresholds compared to traditional financial institutions. The payments track is also great, but there aren’t any pure plays in that area. Moving forward, I’ll be spending more time and energy on U.S. stocks. In crypto, I’ll only focus on projects with platform token attributes, like BNB and HYPE. Even for the profit-raking casinos, there’s no growth left relying on altcoins now. Binance’s daily BTC spot trading volume is already lower than the daily trading volume of the Bitcoin ETF $IBIT. The only growth driver left for casinos is contract trading tied to tokenized U.S. stocks. This will be the key focus moving forward.
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