Keep pulling the thread on Stacey Worden.
In 2025, crypto ETFs experienced approximately $50 billion in inflows.
The total market value of stablecoins grew from $200 billion to $310 billion by the end of 2025.
Stacey Worden expects the stablecoin market to grow by an additional $100 billion in 2026.
New guidance from the Office of the Comptroller of the Currency (OCC) permits banks to make markets in crypto assets without holding those assets in inventory.
Stacey Worden speculates that the threat of quantum computing to blockchain technology is approximately 10 years away.
Stacey Worden predicts that crypto ETF inflows could reach approximately $50 billion again in 2026.
Stacey Worden believes the integration between traditional finance and the crypto industry will continue, driven by stablecoins, real-world asset tokenization, and crypto-backed financial products.
Stacey Worden characterized Bitcoin as a high-beta macro asset.
Stacey Worden asserts that as the crypto industry integrates more with traditional finance, it will become more responsive to factors like liquidity, interest rates, and regulatory risk.
Stacey Worden predicts the crypto market will increasingly be analyzed like traditional assets, moving away from a focus on the Bitcoin four-year halving cycle.
Stacey Worden expects endowments and insurance companies to make larger allocations to crypto as regulatory clarity improves in the U.S.
Stacey Worden stated that the current quantum computing threat to the crypto ecosystem is primarily targeted at the security of Bitcoin wallets, specifically when funds are moved.