The Factory

Tech Opinions - Debated - Quantified. Brought to you by @FactMachine on @DCNDailyCrypto

[The Factory @WeTheFactory]

The Factory will publish opinions from thought leaders that are paired with a podcast interview and a live opinion market on @factmachine.

Subscribe to @DCNDailyCrypto to get the updates first. Stay tuned.

[The Factory @WeTheFactory]

Fintech is embracing blockchain! Names like @Robinhood is going all-in while @Stripe and @Circle are focusing on payments. Is this convergence bringing the onchain world to new users?

@_annabellehuang @AltiusLabs

[The Factory @WeTheFactory]

LMAO scam.exit was a real thing - Take us back to the OG Days with @_annabellehuang and hear how we learn from early DeFi

@altiuslavs

[The Factory @WeTheFactory]

Banks v Fintechs? Who's faster at adopting? The speed they move aint the same - See what @_annabellehuang has learned in all her years ->

@altiuslabs

[The Factory @WeTheFactory]

Embracing the establishment? What happened to crypto....

Two worlds are splitting says @_annabellehuang of @altiuslabs

[The Factory @WeTheFactory]

See the whole opinion from @machinesmoney_ on @WeTheFactory from @DCNDailyCrypto -->

[The Factory @WeTheFactory]

Seriously... Why would you still be convicted in DeFi?

[The Factory @WeTheFactory]

Don't sleep on institutional demand... It's slow and it's pumping the continuos volume we see. Does that matter tho?

Opinons on @WeTheFactory

[The Factory @WeTheFactory]

What happened to the dream of crypto? There's been a convergence! Here is is from @_annabellehuang of @altiuslabs

[The Factory @WeTheFactory]

"@solana users don't care. As long as I can trade cheap and fast with a good experience, should I really care how decentralized it is?"

Check out @_annabellehuang and her view about what going down with convergence, separation, co-option and more on @WeTheFactory

[The Factory @WeTheFactory]

Privacy matters in convo b/w @Solana v @Ethereum

But does the average user on @instagram care? Ironic to even talk privacy on @X?

@AltiusLabs @WeTheFactory

[The Factory @WeTheFactory]

Find the whole opinion on @DCNDailyCrypto -->
https://t.co/AA6s6TR9cv

[The Factory @WeTheFactory]

Why do games make the best sandboxes for AI?

"Real-time decision making," says @devlordone from @devfun

[The Factory @WeTheFactory]

Read the full opinion here on @DCNDailyCrypto:
https://t.co/91sbWF6XSj

[The Factory @WeTheFactory]

Do tokens even matter?

"We're in a historical period where there's a huge gap between what's priced into the market and what's actually happening in the space... There's zero hype, and very few people seem to have conviction on the actual tokens themselves."

[The Factory @WeTheFactory]

Does DeFi have a moat? See what we think 🤔

[The Factory @WeTheFactory]

Find the whole opinion here: https://t.co/YPRwHvJ5Qt

[The Factory @WeTheFactory]

"Markets are basically pictures of emotions over time... Nobody cares about things that are down until they start to go up again."

[The Factory @WeTheFactory]

The crypto 'land grab' is shifting. We're realizing infrastructure should support, not lead. The real value?

@_annabellehuang explains it on @WeTheFactory

[The Factory @WeTheFactory]

Regulated institutions need a ledger no single party owns.

We dug into why with @_annabellehuang on @WeTheFactory last week

Her take: crypto native chains stay the playground for innovation, and TradFi adopts what gets battle-tested.

Full episode:
https://t.co/gToYdujQF4

[Altius @AltiusLabs]

@_annabellehuang on the $1.8T opportunity for multi-party blockchain networks:

[The Factory @WeTheFactory]

See the whole opinion on @WeTheFactory from @DCNDailyCrypto -->
https://t.co/YPRwHvJ5Qt

[The Factory @WeTheFactory]

"I don't know a better way of getting exposure to the success of tokenized stocks than buying Ondo's token," says Ian Dyer of @machinesmoney_

[Ondo Finance @Ondo]

A trillion-dollar shift is underway.

New Deutsche Bank research report featuring Ondo forecasts a multitrillion-dollar market for tokenized assets, excluding stablecoins:

→ $1.5–2 trillion by 2030
→ $3–4 trillion by 2035

The market has already grown from roughly $10B in January 2025 to $39B in September 2026.

The report names Ondo alongside BlackRock, Circle, and Franklin Templeton among the largest providers of tokenized Treasury products.

Beyond market growth, it explores how institutions are using tokenization to change how assets are distributed, traded, and settled.

Deutsche Bank joins a growing list of institutions that see trillions in assets moving onchain.