The first crypto event I ever attended was Consensus 2016.

That’s where I fell in love and recognized “this is my crowd. This is what I want to do.”

As I write this, I’m about to attend Consensus 2022.

Six years in one industry. May be a new record for me.

It’s wild to see how it’s grown and, despite the bear market, the severe bear market, there’s a ton of energy and enthusiasm.

Sadly, however, many of the themes are the same.

-how do we get to mass adoption?

-what are regulators going to do?

-Banks are screwed

But the progress is happening.

Regulatory clarity IS coming.

Adoption is happening. You know how I know? People always say to me, “but what can I actually buy with crypto?” and now the answer is: whatever you want at Chipotle.

And banks are still screwed.

They are the Blockbuster of this Netflix story.

Gradually, gradually, gradually…then suddenly.

My level of conviction hasn’t changed.

Actually, it has.

Stronger.