I saw that Galaxy just closed a $20 million round in Fence, and honestly this move tells me a lot about where big VCs are looking right now.

For those who don't know, Fence is a fintech working on the backend of the credit market — we're talking about a $6 trillion sector, basically an ocean of opportunities still largely traditional. Galaxy doesn't invest randomly, so when they move this kind of capital into a company like this, it means they see something concrete in the potential for digitization.

What strikes me is the timing. The credit market has always been one of the hardest sectors to disrupt because it's full of legacy systems and complex regulations. But in recent years we've seen more and more fintechs making breakthroughs. If Fence can truly simplify the backend of this system, the ROI could be enormous.

This isn't the usual crypto hype — it's a strategic play on an infrastructure that the traditional world uses every day. Galaxy is basically betting that the future of credit relies on more efficient and transparent systems. And honestly, looking at how markets are evolving, it doesn't surprise me that VCs are putting money here.

The real interesting part will be to see how Fence scales this model and whether other players in the sector will follow the wave.