@MikeIppolito_ Your premise is onchain doesn't map to the CRM. Enterprises don't use CRMs they use ERPs and GLs. In that context any L1 or L2 chain is just a subledger to the GL Few.

@MikeIppolito_ Everyone keeps calling stablecoins the “megatrend,” but please let me add that trillions onchain doesn’t magically fix broken incentives. If most corporate payrolls end up onchain, who’s securing that data, who’s regulating it, and what happens when yields dry up? Not every

@MikeIppolito_ I don’t think it’s stupid. It’s another trad software company taking advantage of our moat of regulation being destroyed and their massive install base of companies and developers that all use their plumbing. It’s seriously smart. Assuming this is launching on Ethereum or other

@MikeIppolito_ 100% Institutions/corps taking a stab at DeFi will look for: Immutability - no influence from rando governoors. Scalability - low slippage on entry and exit, which means deep liquidity or preferred rails for big customers Compliance - ability to segregate funds if necessary.

@MikeIppolito_ Good post. Another implication of the onchain slippery slope is that once you go through the hassle of putting payment data onchain, it often makes sense to grow the data footprint onchain for broader non-payment data. E.g. Coinbase Cafe bundles your coffee order inside the

@MikeIppolito_ > One implication people haven't fully grokked yet is how much activity that is going to bring onchain. Could not agree more. We’re probably at like 0.000001% of future onchain activity. It’s why Celestia’s building for moon math levels of TPS

@MikeIppolito_ Most companies need more privacy onchain before they really start using our rails. It's the final thing that we need to get right (and will)

@MikeIppolito_ 🎯 This is exactly why we built @CoinTrackerEnt to solve crypto accounting for businesses

@MikeIppolito_ But are you assuming ZK, or mixer for the confidentiality part of payroll for example ?

@MikeIppolito_ have you considered how this might shift power dynamics, with corporations potentially outpacing regulators in real-time adaptation? The philosophical twist here is whether this accelerates a decentralized utopia or just recreates TradFi hierarchies on a new ledger thoughts?

@MikeIppolito_ 12 seconds? How about < 100ms.

@MikeIppolito_ Why can't existing ERP or CRM software be adapted to play nice with stablecoin flows? They already leverage real time data

@MikeIppolito_ Then what is the future tech stack ? Javascript and Solidity ?

@MikeIppolito_ !!!

@MikeIppolito_ Trillions

@MikeIppolito_ Stablecoin use will moon for B2B first. Will take few more years for B2C

@MikeIppolito_ Trillions in stablecoins = trillions in onchain flows. Once payrolls & treasuries move onchain, TVL won’t just moon the entire enterprise software stack has to be rebuilt for real-time data. ETH infra wins by default.

@MikeIppolito_ THANK YOU. No one has been listening to me. It goes even beyond this, but great post.

@MikeIppolito_ stablecoins quietly becoming the real killer app

@MikeIppolito_ He said 12 seconds @sassal0x

@MikeIppolito_ exactly @tenprotocol is almost here full privacy without compromises evm + metamask + rabby compatible ready for the hustle --and world domination

@MikeIppolito_ Which chain

@MikeIppolito_ local top xpl

@MikeIppolito_ Trillions onchain by 2030... the implications for traditional finance are wild. What's the killer app?

@MikeIppolito_ the shift to onchain stablecoins will transform how businesses operate and I love how you see the big picture.