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DROPS E34: Plasma - Stablecoins Will Outgrow Crypto zaheer is Chief Strategy Officer at Plasma. Nine years across the full stack - buy side research, DeFi, centralized exchanges becoming multi-hundred billion dollar businesses - and now CSO at the stablecoin neobank he was backing before he joined. We cover... why stablecoins are the only crypto vertical set to outgrow crypto, what's actually broken about every wallet people use today, and what a 90% token drawdown means when you're still in beta. We talk about: - Why nobody owns stablecoin customer distribution today - Why stablecoins are the only vertical bigger than crypto itself - Plasma One - making stablecoin spending feel like Revolut or Venmo - Getting card fees 50-80% cheaper than anything that exists - The shift from tech-first narrative to outcome-first product - Exchange dominance never lasts - from BitMEX to Binance to FTX to whatever's next - Staying under 50 people and why over-hiring kills companies And much more… Timestamps: 0:00 - Introduction 1:43 - Who are you? 2:53 - 9 years of experience 5:33 - Patience in a Bear Market 8:29 - What people get wrong about Crypto? 12:42 - Relation between Plasma & Zaheer 14:36 - Right time to Build 16:46 - Explaining Plasma 18:43 - Focus of Plasma 20:41 - From Tech-First to Revenue-First 22:49 - How does Plasma make money? 24:09 - What is Plasma One? 24:53 - How Plasma is 10x Cheaper, Faster and Better? 27:52 - Fixing broken Crypto UX 29:02 - The Fees Game 31:30 - Hiring in Plasma 33:43 - Ultimate KPI for Plasma 34:37 - Who's a user? 35:44 - Way Forward for XPLshow more

MR SHIFT 🦁

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54,024 просмотров • 4 месяцев назад •via X (Twitter)

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E177: Haseeb ＞|＜ - Why Solana and Ethereum Have a Bright Future Haseeb Qureshi runs Dragonfly, one of the biggest venture funds in crypto. He's back on the show about a year and a half after his last appearance to talk through why people are quitting crypto right now, why that's normal, and why staying in the market is the only strategy that's ever actually worked. Timestamps: 0:00 Introduction 4:51 Why All The OG’s Are Leaving Crypto 7:39 How Do You Last In Crypto? 9:39 Biases 11:20 Partnerships: Trezor Bitwise 12:06 Lessons from Silicon Valley 17:51 Why Haseeb Compares Crypto To Tech 21:29 What Crypto Is All About 24:35 Believing In Exponentials 30:51 Partnership: KAST 31:39 Why the Future of Crypto is Huge 40:54 Does Haseeb Ever Sell? 42:04 Haseeb’s Thesis On Bitcoin and Exponential Growth 48:29 What Bitcoin Looks Like Once its Saturated 51:10 Partnerships: Jupiter Ethena 51:53 Why $ETH & $SOL will be huge 1:02:31 Where $HYPE and Hyperliquid Fit: Growth Or Revenue? 1:04:05 Should People Stay In Crypto? 1:08:31 Closing Thoughts

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Cards vs stablecoins for agentic payments? Both. And here is why. Cuy Sheffield (Visa Crypto) and Jay Yu 🐟 (Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they cover everything at the intersection of payments, AI, and crypto: - Stablecoin supply up 40%, adjusted volume up 90% in 2025 and still accelerating - The AI mullet: cards in the front, stablecoins in the back - Vibe coders are the most exciting customer segment on the planet. One human companies are coming. - Kill the API key: wallet identity over X402 and MPP is a 10x better developer experience - Why cards are the best way for agents to pay and be paid. 01:08 How Stablecoins Grew 40% in 2025 02:42 Why Stablecoins Work Like Cards 04:16 Visa's Payment Infrastructure Play 05:14 Permissionless vs Vertical Stablecoin Networks 07:32 Agentic Payments: Real vs Hype 09:04 x402: The Agenctic Inflection Point 09:30 Killing API Keys With Wallets 13:00 Building for the Vibe Coder 14:54 Cards vs Crypto: The Real Debate 16:50 What Actually Works for Builders 18:49 Cross-Chain Payment Infrastructure 21:36 Keys, Wallets & User Experience 24:36 Future of Autonomous Payments 29:13 What Gets Builders Most Excited 34:31 Agentic Payment Holy Grails

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DROPS 41: Derive.xyz - Why Options Will Beat Perps This Decade Nick Forster | Derive is co-founder and CEO of Derive, the largest on-chain options exchange. Today we get into what almost killed the company, why they rebranded overnight, and why he thinks options - not perps - are the real endgame for on-chain finance. We talk about: - The token playbook that killed 98% of crypto projects - The wedding in Portugal where the whole team almost walked away - Rebranding from Lyra to Derive in nine days - Why options will outgrow perps this decade - What blockchains are actually bad at - Why AI makes options the natural vehicle for agent finance And much more… Timestamps: 0:00 - Introduction 2:04 - The Mission Behind Derive 3:00 - What Does Derive Actually Do? 5:18 - Who Actually Uses Options? 7:03 - Nick's Journey Into Crypto 8:09 - The problem with crypto's last five years 11:17 - The token listing playbook 17:44 - Partnership: FortisX 18:10 - The $15M Market Cap Crisis 24:12 - Why Nick Stayed 26:01 - What finally changed 29:38 - Why Options Could Become Huge 32:52 - Options vs Perpetuals 34:37 - Making options accessible to retail 38:36 - Why Derive Rebranded 40:12 - From V1 to V3 46:03 - The Real Power of Programmable Finance 48:19 - What Blockchains are actually Bad at 49:59 - What's Derive bad at? 50:53 - The endgame for Derive 51:47 - What's Holding Derive Back? 52:50 - Why Crypto Builders Need to Stick Together 54:49 - Why Stay in Crypto in 2026? 56:57 - Conclusion

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Running Through Ethereum with hamdi (Ep. 1) I started craic overflow because I had questions about where Ethereum is headed, and I wanted to ask them to the people shaping it. I decided to interview Hamdi while jogging because as a software engineer, I honestly spend way too much time sitting on my ass. Never been more bullish on the future of Ethereum. 00:00 - Intro 00:08 - Hamdi 00:40 - What's The Craic? 01:59 - How did Hamdi get into crypto? 02:40 - Why not plasma? 03:24 - Working at OP Labs/Optimism 04:06 - Shipping L2 Interoperability 05:12 - Building on the Superchain 05:30 - Asynchronicity in Solidity 07:00 - Predications for Ethereum 08:46 - What are the hurdles for Ethereum? 09:47 - Stablecoins 10:22 - Application specific chains 11:53 - Wallet UX 13:18 - Quick breather 13:30 - Why are you in crypto? 14:20 - How do you find balance? 16:20 - Hot take on ETH the asset 17:39 - The chains security 18:53 - Market talk 19:45 - Data availability 21:01 - Onchain L2 configs 21:22 - Outro

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malone

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We sat down for the first time with Joseph Lubin, Founder and CEO of Consensys and Co-Founder of Ethereum, and Keone Hon, Co-Founder and GM of Monad Foundation. A conversation about where the future of money is headed, AI, and the new MetaMask 🦊 Money Account. Timestamps: 0:00 Intro 1:46 What Joe thought the internet would do to money 7:00 Why a 16-year-old skips the bank entirely 12:52 Has crypto only helped people already doing fine? 15:47 How AI changed the way they build 19:47 Is traditional finance moving onto crypto, or is crypto redefining it? 22:47 What do TradFi institutions actually want? 26:51 What is the MetaMask Money Account? 29:43 Who is it for? 30:14 What does it take at the chain level? 31:48 Why did MetaMask chose Monad? 33:37 When will stablecoins go mainstream? 38:09 AI agents that move money on their own 43:35 The story that says it all

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Laura Shin

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a16z crypto

19,954 просмотров • 5 месяцев назад

E181: The Wolf Of All Streets - Bitcoin and chill. That's the whole thesis Scott Melker hosts The Wolf Of All Streets and just launched the first daily crypto show on a mainstream network with Yahoo Finance. He was a DJ before he was a trader, got wrecked as a top creditor in the Voyager collapse, and rebuilt his entire approach to money around one asset. We get into why he's almost entirely Bitcoin now, what he actually tells his audience to do with their cash, and what guests say once the cameras stop rolling. Timestamps: 00:00 Intro 01:52 Why Scott dressed up for this Podcast 02:54 Where does the optimism come from? 03:41 Something that never got better? 04:43 Who are you? 07:05 Why do DJs fall down the crypto rabbit hole? 08:48 Did you actually make money trading? 09:51 When did you go beyond trading? 11:42 Sponsor: Variational , Bitwise 12:34 Is crypto still relevant in 2026? 13:33 Does crypto go higher from here? 14:38 How do I participate without building a business? 16:11 What do you buy every month? 18:50 How do you form your opinions? 20:04 What about yield? 21:01 Can you still make it in crypto without a business? 21:52 Will Bitcoin trade much higher? 23:42 Taking a media business to the next level 25:14 How did the Yahoo Finance show happen? 26:29 How to not get bored when crypto gets boring? 28:06 Sponsor: KAST 28:58 Crypto media sucks - how do we grow the pie? 30:00 Biggest lessons from interviewing the best? 31:44 What do you tell the dad who wants to trade Bitcoin? 34:17 How does the average Joe get rich in 2026? 35:37 What did you learn in 2022? 38:05 What do you buy besides Bitcoin? 39:23 Scott's most unexpected best interview? 41:25 When did a personal brand become a game changer? 43:00 The biggest myth about investing 44:12 Sponsor: Jupiter , Ethena 44:52 What's your goal with your media company? 47:17 Do you have a number in mind? 49:05 What's the risk of not owning Bitcoin? 50:38 What do you hear behind the scenes? 52:01 How do you stay motivated in a bear market? 53:32 Give us your optimism

MR SHIFT 🦁

205,594 просмотров • 28 дней назад

E151: Polygon Founder: The Future of Payments is built on Polygon! Sandeep | CEO, Polygon Foundation (※,※) is the Founder of Polygon | POL one of the world’s most adopted blockchains, and creator of Agglayer to unify Web3. Sandeep also co-founded Sentient, a decentralized AI research group, and launched Blockchain for Impact (Crypto Relief), to support medical research and public health in India. Timestamps: 0:00 Introduction 2:01 Using Stable Coins Over Normal Account 3:53 Sandeep Doesn’t Sleep Much 4:19 Sandeep Is Just Like Paulo From Tether 6:15 Sandeep’s Regular Sleep Hours 8:22 What Is Your Mission 11:45 Who Are You 13:43 Partnerships: Jupiter Paradex mantle 14:34 What Happened In Sandeep’s Life That Made Him Hungry For Success 18:42 Your Definition Of A Big Man Today 20:22 You Could’ve Walked Off, What Does That Mean 22:43 Sandeep’s Fascination With Blockchain & Crypto 24:04 Explain Polygon To Your Mom 25:13 The Toughest Moment In Polygons 8 Year Lifetime 28:02 3 Different Names For Polygon Token Over The Years, Why? 31:10 Polygon Hired The Head Of Crypto For Stripe, Why? 33:16 What Must Happen For Polygon To Be A Winner For Blockchain Payments 35:20 Risk Of The Poly Market Moving Away From Polygon 38:10 Partnerships: Trezor Sui Story 39:24 Why Is The Poly Market Built On A Blockchain 41:45 But Why Polygons Blockchain 43:04 What’s Special About The Katana ⚔️ Team to Have Them In Polygons Ecosystem 45:05 What Is Miden Explained Simply 46:16 What Is The Polygon Ag Layer 47:12 What Is Sentient & How Does It Fit Into Aggregation Layer 51:12 Why AI & Blockchain Intersection Is Importantly For The Future 52:29 Why Sandeep Is Very Active In Philanthropy 53:31 The Happiest Moment In Your Philanthropic Journey

E151: Polygon Founder: The Future of Payments is built on Polygon! Sandeep | CEO, Polygon Foundation (※,※) is the Founder of Polygon | POL one of the world’s most adopted blockchains, and creator of Agglayer to unify Web3. Sandeep also co-founded Sentient, a decentralized AI research group, and launched Blockchain for Impact (Crypto Relief), to support medical research and public health in India. Timestamps: 0:00 Introduction 2:01 Using Stable Coins Over Normal Account 3:53 Sandeep Doesn’t Sleep Much 4:19 Sandeep Is Just Like Paulo From Tether 6:15 Sandeep’s Regular Sleep Hours 8:22 What Is Your Mission 11:45 Who Are You 13:43 Partnerships: Jupiter Paradex mantle 14:34 What Happened In Sandeep’s Life That Made Him Hungry For Success 18:42 Your Definition Of A Big Man Today 20:22 You Could’ve Walked Off, What Does That Mean 22:43 Sandeep’s Fascination With Blockchain & Crypto 24:04 Explain Polygon To Your Mom 25:13 The Toughest Moment In Polygons 8 Year Lifetime 28:02 3 Different Names For Polygon Token Over The Years, Why? 31:10 Polygon Hired The Head Of Crypto For Stripe, Why? 33:16 What Must Happen For Polygon To Be A Winner For Blockchain Payments 35:20 Risk Of The Poly Market Moving Away From Polygon 38:10 Partnerships: Trezor Sui Story 39:24 Why Is The Poly Market Built On A Blockchain 41:45 But Why Polygons Blockchain 43:04 What’s Special About The Katana ⚔️ Team to Have Them In Polygons Ecosystem 45:05 What Is Miden Explained Simply 46:16 What Is The Polygon Ag Layer 47:12 What Is Sentient & How Does It Fit Into Aggregation Layer 51:12 Why AI & Blockchain Intersection Is Importantly For The Future 52:29 Why Sandeep Is Very Active In Philanthropy 53:31 The Happiest Moment In Your Philanthropic Journey

MR SHIFT 🦁

154,567 просмотров • 8 месяцев назад

LIVE NOW - Is The Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto Joey Krug (Founders Fund partner, former Pantera Capital co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture. We dig into: - The prediction markets breakout (and why Polymarket finally found product-market fit). - The coming regulatory fights around market structure and “insider” edges. - What’s next for founders building in a post-cypherpunk, distribution-first phase of crypto. Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 5:45 Is Crypto-Native Dead? 16:37 Lessons From Augur 20:29 Prediction Market’s Success 25:24 Just Gambling? 27:50 Prediction Market Regulation 41:03 Founders Fund Polymarket Bet 44:37 FBI Raid 46:47 Founders Fund Crypto Investment Thesis 53:46 DATs 57:02 Layer1 Valuation 1:00:40 ETH Valuation 1:04:32 What Would Joey Build Today? 1:06:13 Crypto x AI 1:10:09 Frontier Tech x Crypto 1:14:26 4-Year Cycles 1:16:16 Less Upside in Crypto Now? 1:19:37 Crypto Privacy 1:20:41 Last & Next Decade 1:23:05 Closing & Disclaimers

LIVE NOW - Is The Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto Joey Krug (Founders Fund partner, former Pantera Capital co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture. We dig into: - The prediction markets breakout (and why Polymarket finally found product-market fit). - The coming regulatory fights around market structure and “insider” edges. - What’s next for founders building in a post-cypherpunk, distribution-first phase of crypto. Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 5:45 Is Crypto-Native Dead? 16:37 Lessons From Augur 20:29 Prediction Market’s Success 25:24 Just Gambling? 27:50 Prediction Market Regulation 41:03 Founders Fund Polymarket Bet 44:37 FBI Raid 46:47 Founders Fund Crypto Investment Thesis 53:46 DATs 57:02 Layer1 Valuation 1:00:40 ETH Valuation 1:04:32 What Would Joey Build Today? 1:06:13 Crypto x AI 1:10:09 Frontier Tech x Crypto 1:14:26 4-Year Cycles 1:16:16 Less Upside in Crypto Now? 1:19:37 Crypto Privacy 1:20:41 Last & Next Decade 1:23:05 Closing & Disclaimers

Bankless

12,983 просмотров • 8 месяцев назад

E184: Ethena CEO - Why Ethena Pay Feels Like Revolut, Not MetaMask G | Ethena is the founder and CEO of Ethena. He stumbled into DeFi in 2019 when a friend showed him MakerDAO - taking out a $5,000 loan against $10,000 of ETH with no one standing in the middle of the transaction. Six years later he's running Ethena, which scaled to $15 billion in stablecoin supply faster than anything else in crypto history, and his thesis is that a dollar with a yield in an app that doesn't feel like crypto is what finally brings 100 million new users in. Timestamps 0:00 Intro 2:37 Which Of Guy's Plans Fell Apart 5:37 Where Actually Are The Users Everyone Wants 7:10 What Got Guy Hooked On Crypto 9:20 PayPal vs Revolut vs Neo Banks 12:43 Partnerships: Variational Bitwise 13:36 Revolut vs Stablecoin Neo Banks 15:58 Is Switching To Neo Banks Really A 10x 18:00 EthenaPay, Explained Simply 21:21 Why Build Another Crypto Neo Bank 23:53 Will Crypto Banks Fight Over The Pie 25:55 How Ethena Wins Users By Helping Everyone 32:47 What Actually Makes Ethena Different 36:51 Ethena's Cashback System Revealed 38:32 How Ethena Cuts Fees 39:39 How Ethena Finds The Best Yield 45:16 Guy On Dealing With FUD 48:35 Why Guy Stays Quiet 49:29 Partnership: KAST 50:17 Ethena's KPI Targets 51:55 The Holy Grail For A Stablecoin Neo Bank 52:31 Partnerships: Jupiter Ethena 53:14 If Everyone Does The Same Thing, Who Wins 55:23 What's Next For Ethena After EthenaPay 56:36 Is EthenaPay Basically USDe 58:04 Closing Thoughts

E184: Ethena CEO - Why Ethena Pay Feels Like Revolut, Not MetaMask G | Ethena is the founder and CEO of Ethena. He stumbled into DeFi in 2019 when a friend showed him MakerDAO - taking out a $5,000 loan against $10,000 of ETH with no one standing in the middle of the transaction. Six years later he's running Ethena, which scaled to $15 billion in stablecoin supply faster than anything else in crypto history, and his thesis is that a dollar with a yield in an app that doesn't feel like crypto is what finally brings 100 million new users in. Timestamps 0:00 Intro 2:37 Which Of Guy's Plans Fell Apart 5:37 Where Actually Are The Users Everyone Wants 7:10 What Got Guy Hooked On Crypto 9:20 PayPal vs Revolut vs Neo Banks 12:43 Partnerships: Variational Bitwise 13:36 Revolut vs Stablecoin Neo Banks 15:58 Is Switching To Neo Banks Really A 10x 18:00 EthenaPay, Explained Simply 21:21 Why Build Another Crypto Neo Bank 23:53 Will Crypto Banks Fight Over The Pie 25:55 How Ethena Wins Users By Helping Everyone 32:47 What Actually Makes Ethena Different 36:51 Ethena's Cashback System Revealed 38:32 How Ethena Cuts Fees 39:39 How Ethena Finds The Best Yield 45:16 Guy On Dealing With FUD 48:35 Why Guy Stays Quiet 49:29 Partnership: KAST 50:17 Ethena's KPI Targets 51:55 The Holy Grail For A Stablecoin Neo Bank 52:31 Partnerships: Jupiter Ethena 53:14 If Everyone Does The Same Thing, Who Wins 55:23 What's Next For Ethena After EthenaPay 56:36 Is EthenaPay Basically USDe 58:04 Closing Thoughts

MR SHIFT 🦁

71,125 просмотров • 1 день назад

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next

New Era Finance Podcast

56,237 просмотров • 2 месяцев назад