Crypto Won. So Where Did the Money Go? | Colin Butler

Podcast: Curiosity Code Podcast · Alex Khomyakov

Opublikowano: 2026-09-16

Lovely listener, share with us your thoughts! Colin Butler spent 2022 to 2025 as Global Head of Institutional Capital at Polygon Labs, where his team ran every major institutional launch on the chain. In this episode he goes back through four years of his own calls and says where he was wrong: why stablecoins were crypto's first product-market fit but not its only one, why the value never accrued to the infrastructure layer he was building, and why it went to the firms that already had the customers. 📌 Key Topics & Timestamps: 0:00 Introduction 0:40 Where crypto actually fou...