I think he might be right. April 17 (IRS due date) was a watershed moment as people paid down their crypto profits to the IRS & May 1st represented a new buying calendar. I'm sure government will begin to calculate that tax revenues from large exchanges and successful traders are worth supporting.
Blockchain is beginning to permeate the entire business world and it won't be long before the entire economy is tokenised to some extent. Those that wait too long will get left behind. luckily off the peg tokenisation schemes will help those who can't afford to build from scratch SMT's being a particularly promising initiative.
those companies who refuse to join the crypto world may end up like a person holding seashells for exchange value but more importantly !
THOSE WHO FIND THE BEST USE CASES FOR BLOCKCHAIN and mix it up with a liberal sprinkling of AI will benefit the most, in the short and medium term future !