But O’Leary said institutions still need legal certainty before committing significant capital.

He pointed to stablecoins as an example of how regulation can accelerate adoption. Referring to recent U.S. legislative efforts, O’Leary said stablecoins were adopted “almost immediately” once policymakers passed the GENIUS Act.

“Instead of wasting three days, we’re transacting in minutes at a fraction of the cost with full compliance and transparency,” he said, describing cross-border payments using stablecoins.

O’Leary also argued that institutional investors have sharply narrowed their focus within crypto markets. “97% of the entire value of the entire market is simply BTC and ether (ETH),” he said, adding that many smaller tokens have been “slaughtered.”

He described a growing divide between speculative crypto assets and blockchain infrastructure with real enterprise adoption.

The biggest long-term opportunity remains finding a blockchain platform that large corporations standardize around for applications such as logistics, contract management or inventory systems, according to O’Leary.

“You show me the adoption onto the platform that becomes a moat,” he said.

The investor also tied the future of blockchain and AI to infrastructure more broadly, arguing that energy and data centers may ultimately prove more valuable than the digital assets themselves.

“Power is more valuable than bitcoin,” O’Leary said.

AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to our standards. For more information, see CoinDesk’s full AI Policy.

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