The AllinCrypto Podcast

Most Crypto Tokens Shouldn’t Exist | CIO of CoinFund

July 10, 2026·55 min
Episode Description from the Publisher

Alex Felix, Co-Founder, Managing Partner and CIO of CoinFund, returns to the All In Crypto Podcast to discuss where crypto is really heading next.In this conversation, we explore why crypto is moving from speculation into real commercial adoption, why Alex believes a “great token reset” is coming, and why not every crypto project actually needs a token. We also discuss the future of on-chain finance, stablecoins, tokenized real-world assets, private blockchains, AI, DePIN, NEAR, DFINITY, Ondo, institutional adoption, and why 2028 could become a major inflection point for crypto rails. If crypto is no longer just a religion, but becoming a real business, what does that mean for investors, founders, tokens and the future of finance?

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