The Neo Finance Bull Cycle Is Here - Chuk Okpalugo

Neo finance is having its breakout year already.

Chuk Okpalugo reveals why distribution beats issuance for stablecoins, how the barbell thesis explains issuers vs applications, and what the reserve management's commoditization means for the liquidity dynamics of onchain RWAs.

Plus…who is set to win the neo finance category, and why M0's modular approach is the key to interoperability.

We cover:

-Why new niche customer distribution is what matters for issuers
-The barbell thesi: Apps vs Bare Metal Infrastructure
-Reserve management liquidity moats (For now)
-Who could win the Neo Finance super app race?

The Rollup