Founder and CEO of Blueprint Finance Nic Roberts-Huntley joins the show to break down the latest price action across major cryptocurrencies, explaining why the recent rebound could signal renewed confidence after weeks of heavy market pressure. He highlights growing institutional participation beyond ETF buying, noting that deeper investments in infrastructure and talent are helping strengthen long-term trust in digital assets. The conversation also turns to stablecoins, where improving regulatory clarity and rising real-world use cases especially in AI-driven payments and micropayments could accelerate adoption over the next year. Looking ahead, he shares what he’s watching most closely, including whether recent price levels mark a true long-term value zone, how regulation may evolve in the coming months, and why increasing M&A activity and capital moving on-chain could be major catalysts for the next phase of growth in the crypto market.
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Joining us now is Nic Roberts-Huntley, founder and CEO of Blueprint Finance.
Nic, great to have you here.
Thank you so much for joining me.
Thanks for having me.
First and foremost, let's talk about the price action we're seeing across the crypto space, in particular the crypto majors.
What do you make of what we saw today?
I mean, it's a fantastic reprieve from the last few weeks.
It's been a pretty bloody market for.
The next piece for us is really why has that happened.
I think we've seen a question mark about where the bid has come from.
There's obviously some wonderful institutional adoption.
We're seeing meaningful investments in human resources beyond just buying ETFs from major investment professionals.
That's a bullish sign for me on a longer view, which I think builds trust and confidence in those major assets.
And of course stablecoins are in the spotlight today, especially on the heels of Circle's earnings.
But of course we have to keep in mind that there's adoption happening when it comes to stablecoins.
So what do you think is happening and what can we expect on the horizon?
I think we're starting to get a higher bit of confidence in the regulatory framework for how stables could be adopted and used more broadly across multiple industries.
I think AI payments and micropayments are a huge tailwind that could push us forward as well over the next 12 months.
Broadly speaking, we're starting to get real cogent arguments for why these things can be used in broader markets and everyday life rather than being a slightly more obscure kind of crypto-obsessed market tool.
And you mentioned regulation.
We can't separate what's happening here on Wall Street without talking about the nation's capital.
So when it comes to the regulatory landscape, what can we actually expect when it comes to timeline?
My bet is something before the summer.
It gives us real strong clarity on how these are going to be treated, both from an investment class, but also how people can get broader access to them with their everyday life, whether that's in credit cards, payments, structures, and or kind of trading facilities between major investment firms.
Yes, and Nick, of course, given the drawdown we saw in the crypto majors not just in the beginning of February but also in October, where do we go from now and what are some inflection points that you're looking at?
I think it's going to be interesting to find out whether this recent loss of price has finally found its fair value bid, and these are people buying on a longer horizon, or this is a fundamentally new attitude towards the asset class having more utility.
I think that will reveal itself if this has sustained pressure into the market over the next month, but as always in this market, it's moving quickly, things are moving fast, and we'll have to just move quickly with it.
Yeah, and finally, Nic, before I let you go, what are the few things that you're watching when it comes to the digital asset space, because I know you speak to many stakeholders.
I think we're really excited about the DATs that were raised last year starting to find their way on chain.
I think we're obviously always keeping an eye on keen eye on regulation, but I think also a lot of the M&A activity that's happening in the market right now, that's a really strong tailwind for us looking forward and for us, particularly on the institutional adoption, we're right in the thick of it.
Well, Nic, it's always great talking to you.
Thank you so much for joining us.