LatinAggie1997 said:

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I have some thoughts that will likely cause derision but here they go:

1. Regulation in crypto will be good and bad but mostly beneficial for mass adoption and price discovery.
2. Crypto ecosystems will create partnerships, be absorbed by others, fail, or be regulated out..
3. Interoperability and separate sectors will begin to distinguish themselves and leave behind tribalism. Example: vehicles- work trucks, sports cars, sedans, SUVs, busses. All are vehicles that fulfill different needs/wants.
4. Banks and hedge funds will start buying failed/failing exchanges to gain more control and more easily bring regulatory compliance. Power grab from the inside.
5. Blockchain will be the immediate and total disruptor once control is held by banks and regulatory agencies.
6. Inefficiencies will be eradicated by the tokenization of securities, property, identification, records, billing, etc.
7. The first movers, adopters and implementers, will have a huge advantage, and I think BlackRock will be positioning itself accordingly.

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LOYAL AG said:

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Domestically I think we see a consumer recession and a commercial explosion particularly in construction. China is collapsing at an accelerating pace and that's going to cause both of the above. We'll see increased shortages in consumer goods which will lead to higher prices but the only way those products don't vanish forever is if their makers shift production to somewhere more stable. Those that are labor intensive will land elsewhere in Asia or in Mexico and those that lend themselves to automation will land in the US.

I think we continue to see government show favoritism to green energy and punish O&G even as shortages cause massive problems globally particularly in Europe. This could change if we actually see people die from cold due to energy shortages. At that point the politics of energy could shift dramatically.

This is the year we start to see food problems as well. Not in the US mind you but the world can't feed 8 billion people without Russian/Ukrainian wheat and Russian fertilizer and those things are gone for awhile.

How to invest accordingly? Not sure to be honest. Domestic construction materials and contractors is one idea.

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LatinAggie1997 said:

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5. Blockchain will be the immediate and total disruptor once control is held by banks and regulatory agencies.
6. Inefficiencies will be eradicated by the tokenization of securities, property, identification, records, billing, etc.
7. The first movers, adopters and implementers, will have a huge advantage, and I think BlackRock will be positioning itself accordingly.

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TriAg2010 said:

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LatinAggie1997 said:

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5. Blockchain will be the immediate and total disruptor once control is held by banks and regulatory agencies.
6. Inefficiencies will be eradicated by the tokenization of securities, property, identification, records, billing, etc.
7. The first movers, adopters and implementers, will have a huge advantage, and I think BlackRock will be positioning itself accordingly.

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Addressing these specific points...

Blockchain as a fad has already come and gone. There was widespread enthusiasm and investment flowing to blockchain projects in all sorts of industries maybe five years ago. That has largely fizzled out. The trendy job postings in tech are now AI focused.

Blockchain does not provide a better mousetrap for managing lists of data than a plain old database administered by a trusted party. Securities already trade efficiently at ultra-low cost, sometimes free. Most people go years between buying and selling titled property. The inefficiencies in billing, invoicing, and record keeping are largely matters of protocol, not persistence; they're solvable problems with incumbent technology.

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