How Crypto and TradFi Are Starting to Merge | Moulik Nagesh of Binance

Description

Real Vision's Bijan Maleki welcomes Moulik Nagesh, Head of Research for Binance, to dig into how crypto is maturing as institutions, ETFs, stablecoins, tokenization, and clearer regulation reshape market structure. Nagesh argues that the next phase of crypto will be defined by real utility — from specialized L1s and stablecoin payment rails to AI agents, on-chain finance, and deeper convergence with traditional markets. *Sponsored Content* Recorded May 5, 2026. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 0:00 - Introducing Malik Nagesh and Binance Research 0:56 - What Binance Research Actually Tracks 2:01 - What Defines This Market Cycle 2:33 - Why Institutional Adoption Has Changed Crypto 4:24 - How Bitcoin’s Role Is Evolving as a Macro Asset 5:28 - What Happens When Retail Stops Driving the Market 10:53 - The State of L1s in 2026 14:50 - How Institutions Think About L1 Value 18:31 - What a Unified Financial System Could Look Like 21:30 - Who Builds the Financial Super App? 24:09 - What Crypto Use Cases Are Actually Real 28:45 - The Rise of 24/7 Markets 35:05 - Why AI Agents Need Crypto Rails 37:14 - What Stablecoin Volume Actually Means 38:55 - What On-Chain Credit and Debt Could Look Like 40:48 - Why the Clarity Act Matters 45:55 - Is Quantum Risk Starting to Matter? 47:32 - How DeFi Risk Is Being Priced 50:59 - What TradFi Still Doesn’t Understand About Crypto About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #realvision #macro #crypto