Episode notes
In this episode of the AllInCrypto Podcast, Rupert speaks with Eli Ndinga, Global Head of Research at 21Shares, to discuss why crypto may be entering a completely new phase.
We cover the structural shift in demand for Bitcoin, Ethereum, and Solana, the rise of institutional adoption, why stablecoins could explode in usage, and how AI + blockchain may shape the next generation of business models.
Eli also explains why crypto today may look a lot like the internet in 2003, why Hyperliquid and Polymarket are so important, how investors should think about Bitcoin vs altcoins, and why the market may be moving away from speculation and toward real fundamentals, revenues, and adoption.
If you enjoy macro, crypto, institutional flows, tokenization, AI, and the future of digital assets, this is one you don’t want to miss.
Follow Eli Ndinga: X: https://x.com/elindinga
Follow 21Shares: X: https://x.com/21shares