Following our Opalesque webinar, we compiled every question raised by family offices and institutional investors on stablecoins, Bitcoin, tokenized assets and the future of money — with Arcanum's full answers. Request the briefing below.
You can also access the briefing directly here:
Open the Opalesque Webinar Q&A →
If stablecoins become a multi-trillion-dollar market, who actually makes the money?
Could stablecoins become bigger than credit cards?
If you missed Bitcoin, have you already missed the stablecoin opportunity?
+ 31 more, including fund construction, value accrual and risk.
Six pages of direct answers to the questions allocators are actually asking — no jargon, no token speculation.
Why the window for institutional entry is open today — not five years ago, and likely not five years from now — and what billions in incumbent acquisitions signal about where the market is heading.
Why the opportunity sits in the infrastructure around stablecoins — payments APIs, compliance, treasury, tokenized assets — rather than the coins themselves.
Lessons carried from Fund I into Fund II: equity versus token exposure, reserve discipline, and what we need to see before backing a seed-stage company.
Security and DeFi hacks, quantum risk, issuer economics, reserve composition, and whether the current uplift is de-risked or already priced.
The full Opalesque webinar replay is available now.
