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Forget “DeFi Summer.” Bitwise thinks we’re entering a DeFi decade. Stablecoins, tokenized stocks and other assets could bring a “tsunami of capital” onchain, driving more trading, lending and borrowing through protocols like Aave, Uniswap and Morpho. The real DeFi boom may still be ahead. FT John Gillen - WartimeEthereum.eth...

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Milk Road Crypto

105,448 subscribers

25,420 просмотров • 6 дней назад •via X (Twitter)

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Комментарии: 6

Фото профиля Ishmael Asad
Ishmael Asad6 дней назад

🐂 🐂

Фото профиля Milk Road Crypto
Milk Road Crypto6 дней назад

🐐🐐

Фото профиля Pode vir
Pode vir6 дней назад

tsunami of capital is just people parking dollars again lol

Фото профиля ⬡ The Link Panda ⬡
⬡ The Link Panda ⬡6 дней назад

Great interview, good takes by everyone. Looking forward to see that staking report and some updates on tokenomics incoming after clarity or regulation.

Фото профиля Milk Road Crypto
Milk Road Crypto6 дней назад

Looking for your next big investment idea? We called COIN, HOOD, and HYPE before their big run ups. PRO members get direct access to our top analysts, along with their live trades and portfolios. Try it for 7 days, for $1:

Фото профиля Haley
Haley6 дней назад

Stablecoins plus tokenized stocks could turn DeFi from a crypto niche into broader financial plumbing

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Tokenization’s first chapter is already over. The market has grown to roughly $ 40- 50 B, but Carlos Domingo thinks the real challenge now is getting to $1 TRILLION. His take: we’re at “the end of the beginning.” The next phase is turning tokenization into a multi-trillion-dollar industry. FT John Gillen - WartimeEthereum.eth Securitize Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 - Intro 01:06 - Why Is Tokenization Exploding? 02:12 - Robinhood’s Tokenized Stock Controversy 03:36 - How Securitize Tokenizes Stocks 05:26 - How Does Tokenization Work? 06:46 - PRO 07:15 - How BlackRock Is Moving On-Chain 11:20 - Why Tokenized Equities Are on Solana 14:53 - DTCC vs. Securitize 18:25 - How Tokenization Benefits Crypto 22:00 - Why Transfer Agents Matter 26:59 - Sponsor: Saber Money 27:40 - What the SEC’s New Rules Could Unlock 31:54 - Which Assets Are Moving On-Chain? 36:48 - Securitize’s Growth Strategy 38:49 - Wrap-Up
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Tokenization’s first chapter is already over. The market has grown to roughly $ 40- 50 B, but Carlos Domingo thinks the real challenge now is getting to $1 TRILLION. His take: we’re at “the end of the beginning.” The next phase is turning tokenization into a multi-trillion-dollar industry. FT John Gillen - WartimeEthereum.eth Securitize Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 - Intro 01:06 - Why Is Tokenization Exploding? 02:12 - Robinhood’s Tokenized Stock Controversy 03:36 - How Securitize Tokenizes Stocks 05:26 - How Does Tokenization Work? 06:46 - PRO 07:15 - How BlackRock Is Moving On-Chain 11:20 - Why Tokenized Equities Are on Solana 14:53 - DTCC vs. Securitize 18:25 - How Tokenization Benefits Crypto 22:00 - Why Transfer Agents Matter 26:59 - Sponsor: Saber Money 27:40 - What the SEC’s New Rules Could Unlock 31:54 - Which Assets Are Moving On-Chain? 36:48 - Securitize’s Growth Strategy 38:49 - Wrap-Up

Milk Road Crypto

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Today’s episode with Andrew McCormick, head of institutional and market developmenat Chainlink, dives into: - Why retail brokers are the key unlock for tokenization adoption - How retail brokers that aren't offering tokenized assets by 2030 could be left behind - What DTCC's move into tokenized securities could mean for TradFi-DeFi convergence TIMESTAMPS: 01:56 How Andrew defines tokenization 02:32 How the meaning of tokenization has changed 03:06 What “institutional” means at Chainlink 04:11 How institutional adoption changed in 2026 05:48 How banks are changing their view of digital assets 07:19 Chainlink's evolution beyond oracles 08:37 How Chainlink positions itself with financial institutions 09:19 Institutional demand behind the scenes 10:30 How long institutional partnerships take 11:59 Which financial firms are moving fastest? 13:06 Will every retail broker offer tokenized assets? 13:32 How early is tokenization today? 14:13 Could public equities move fully onchain? 15:07 Could stocks eventually function like cash? 15:39 Rebuilding financial workflows with blockchain 17:15 Why institutions may have no choice but to follow 18:32 Which tokenized asset category breaks out next? 19:41 Why retail matters as much as institutions 22:26 Why Wall Street is increasingly interested in DeFi 24:09 What's driving institutions toward DeFi 24:54 Why putting assets onchain isn't enough 25:54 What Chainlink's institutional partnerships reveal 27:43 Do institutions trust crypto more now? 28:48 Why crypto prices matter less to institutions 29:37 How TradFi and DeFi could converge 30:07 What DTCC tokenization could unlock 31:35 Chainlink as financial infrastructure 32:31 The next catalyst for tokenization 33:29 From crypto skeptic to blockchain believer 35:23 Why collateral could be the next major unlock 36:13 Andrew's advice Watch below or on X:

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53,349 просмотров • 16 дней назад

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172,640 просмотров • 1 год назад

🎥 Coinbase 🛡️’s tokenized stocks have already topped $100M in volume. Grayscale on the debut of the first Zcash ETF. And Strategy’s preferred stock is finding its way into DeFi. On this week’s Public Keys, we break down what the next phase of institutional crypto looks like with Zach Pandl (Zach Pandl), Solstice's Ben Nadareski and Base's Ben Spiegelman. Watch with Jenn Sanasie. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:24 Coinbase Brings Tokenized Stocks to Base 00:44 Base's Ben Spiegelman Joins Public Keys 01:02 What Makes Coinbase's Tokenized Stocks Different 03:26 The Killer DeFi Use Case: Borrowing Against Your Stocks 04:11 The CLARITY Act and a Future US Launch 05:24 Trading, Financing, and Payments on Base 07:04 What Still Gives Institutions Pause On-Chain 09:15 ETF Flows: Bitcoin and Ether Cool After a Record August 10:04 Grayscale's Zach Pandl on a Healing Crypto Market 11:13 What Happens If the CLARITY Act Doesn't Pass 12:18 'Recktember' and the Q4 Bitcoin Outlook 13:42 The First-Ever Zcash ETF and the Privacy Thesis 15:47 Scarcity vs. Privacy: What's Driving Zcash 17:10 Institutional vs. Retail Demand for the Zcash ETF 19:04 Solstice's Ben Nadareski and Strategy's STRC on Solana 20:38 Inside strcUSX: Senior and Junior Tranches 21:40 Building on Strategy's Platform 23:19 Why Solstice Built on Solana 25:30 The Institutional DeFi Adoption Curve
27:01

🎥 Coinbase 🛡️’s tokenized stocks have already topped $100M in volume. Grayscale on the debut of the first Zcash ETF. And Strategy’s preferred stock is finding its way into DeFi. On this week’s Public Keys, we break down what the next phase of institutional crypto looks like with Zach Pandl (Zach Pandl), Solstice's Ben Nadareski and Base's Ben Spiegelman. Watch with Jenn Sanasie. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:24 Coinbase Brings Tokenized Stocks to Base 00:44 Base's Ben Spiegelman Joins Public Keys 01:02 What Makes Coinbase's Tokenized Stocks Different 03:26 The Killer DeFi Use Case: Borrowing Against Your Stocks 04:11 The CLARITY Act and a Future US Launch 05:24 Trading, Financing, and Payments on Base 07:04 What Still Gives Institutions Pause On-Chain 09:15 ETF Flows: Bitcoin and Ether Cool After a Record August 10:04 Grayscale's Zach Pandl on a Healing Crypto Market 11:13 What Happens If the CLARITY Act Doesn't Pass 12:18 'Recktember' and the Q4 Bitcoin Outlook 13:42 The First-Ever Zcash ETF and the Privacy Thesis 15:47 Scarcity vs. Privacy: What's Driving Zcash 17:10 Institutional vs. Retail Demand for the Zcash ETF 19:04 Solstice's Ben Nadareski and Strategy's STRC on Solana 20:38 Inside strcUSX: Senior and Junior Tranches 21:40 Building on Strategy's Platform 23:19 Why Solstice Built on Solana 25:30 The Institutional DeFi Adoption Curve

CoinDesk

60,081 просмотров • 15 дней назад

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments
51:27

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

Constantin Kogan

31,611 просмотров • 4 месяцев назад

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓
1:27:10

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓

Good Game

52,911 просмотров • 11 месяцев назад

The market keeps treating the Strait of Hormuz like a temporary inconvenience. Jim Bianco thinks that's a massive mistake. Global oil inventories are being drained to keep prices under control. If this disruption lasts longer than expected, inventories hit operational minimums and force demand destruction. Translation: oil could go WAY higher than markets are pricing in. Treating a structural problem like a temporary one is how you get blindsided. Every single time. FT John Gillen - WartimeEthereum.eth Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:32 – Iran Exits Peace Talks 05:40 – Oil Shock Coming? 07:41 – How Every Crisis Starts 11:42 – Warsh’s First Big Test 15:40 – Inside The New Fed 17:21 – Can Warsh Shrink The Fed? 21:57 – Sponsor: Cape 22:42 – Sponsor: Nexo 23:20 – Why Stocks Keep Rising 26:23 – Is AI Actually Overvalued? 32:56 – The AI IPO Tsunami 38:34 – Sponsor: Kalshi 39:16 – Jim Bianco’s 2026 Playbook 43:04 – Final Thoughts
44:41

The market keeps treating the Strait of Hormuz like a temporary inconvenience. Jim Bianco thinks that's a massive mistake. Global oil inventories are being drained to keep prices under control. If this disruption lasts longer than expected, inventories hit operational minimums and force demand destruction. Translation: oil could go WAY higher than markets are pricing in. Treating a structural problem like a temporary one is how you get blindsided. Every single time. FT John Gillen - WartimeEthereum.eth Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:32 – Iran Exits Peace Talks 05:40 – Oil Shock Coming? 07:41 – How Every Crisis Starts 11:42 – Warsh’s First Big Test 15:40 – Inside The New Fed 17:21 – Can Warsh Shrink The Fed? 21:57 – Sponsor: Cape 22:42 – Sponsor: Nexo 23:20 – Why Stocks Keep Rising 26:23 – Is AI Actually Overvalued? 32:56 – The AI IPO Tsunami 38:34 – Sponsor: Kalshi 39:16 – Jim Bianco’s 2026 Playbook 43:04 – Final Thoughts

Milk Road Macro

21,873 просмотров • 3 месяцев назад

SPECIAL: Cathie Wood (Cathie Wood) On Digital Assets, Stablecoins, and The Innovation Convergence Cathie Wood joins us to break down her innovation platforms thesis, the story behind her firm ARK Invest, and their foray into digital assets. She also unpacks the tokenization thesis, what 'good deflation' is, and her "Big Four" crypto assets. Full episode links below. Timestamps: 00:00 Intro 01:22 5 Innovation Platforms 04:53 Why ARK Started 08:11 Bitcoin's Institutional Journey 12:38 First Bitcoin Position 15:11 Institutional Adoption Today 17:33 Larry Fink's Conversion 19:30 Stablecoins Are Impactful 22:06 Cathie's Tokenization Thesis 23:07 DeFi Value Accrual 28:48 Bitcoin & The Big Four 32:39 Macro Liquidity Dynamics 34:24 Bitcoin vs Gold 35:38 ARK's Bitcoin Bull Case 38:00 The Fed & Good Deflation 41:15 New Fed Chair 45:05 Four Year Cycle Debate 46:10 Why Agentic AI Needs Blockchain 49:15 Self-Driving Labs & Healthcare
50:40

SPECIAL: Cathie Wood (Cathie Wood) On Digital Assets, Stablecoins, and The Innovation Convergence Cathie Wood joins us to break down her innovation platforms thesis, the story behind her firm ARK Invest, and their foray into digital assets. She also unpacks the tokenization thesis, what 'good deflation' is, and her "Big Four" crypto assets. Full episode links below. Timestamps: 00:00 Intro 01:22 5 Innovation Platforms 04:53 Why ARK Started 08:11 Bitcoin's Institutional Journey 12:38 First Bitcoin Position 15:11 Institutional Adoption Today 17:33 Larry Fink's Conversion 19:30 Stablecoins Are Impactful 22:06 Cathie's Tokenization Thesis 23:07 DeFi Value Accrual 28:48 Bitcoin & The Big Four 32:39 Macro Liquidity Dynamics 34:24 Bitcoin vs Gold 35:38 ARK's Bitcoin Bull Case 38:00 The Fed & Good Deflation 41:15 New Fed Chair 45:05 Four Year Cycle Debate 46:10 Why Agentic AI Needs Blockchain 49:15 Self-Driving Labs & Healthcare

The Rollup

86,895 просмотров • 4 месяцев 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
27:09

"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 • 3 месяцев назад

🎙️ New The Edge Podcast 💔 The Social Contract Is Broken: A Macro View On Crypto's Role 0:00 - Intro 1:49 - Tyler's background and perspective 4:07 - 2026 macro, how Boomers broke the system 10:21 - Why markets feel rigged 18:10 - Where real growth is in 2026 23:01 - Why bonds are dead for Millennials & Gen Z 35:03 - Moving back to building real things 40:26 - How IRs and bond volatility affect crypto 45:35 - Gold & silver, what BTC needs for new highs 49:28 - What DeFi can still become 52:17 - The next mega bid for crypto 57:16 - Closing 🙏 Thanks to Tyler Neville from Muddy Waters Capital and Forward Guidance for joining us!
59:48

🎙️ New The Edge Podcast 💔 The Social Contract Is Broken: A Macro View On Crypto's Role 0:00 - Intro 1:49 - Tyler's background and perspective 4:07 - 2026 macro, how Boomers broke the system 10:21 - Why markets feel rigged 18:10 - Where real growth is in 2026 23:01 - Why bonds are dead for Millennials & Gen Z 35:03 - Moving back to building real things 40:26 - How IRs and bond volatility affect crypto 45:35 - Gold & silver, what BTC needs for new highs 49:28 - What DeFi can still become 52:17 - The next mega bid for crypto 57:16 - Closing 🙏 Thanks to Tyler Neville from Muddy Waters Capital and Forward Guidance for joining us!

DeFi Dad ⟠ defidad.eth

18,994 просмотров • 7 месяцев назад

There’s NO Chance Trillions Move Onchain Until We Solve This | Rand from Zama 00:00 Why Crypto Needs Privacy 01:24 The Biggest Problem with Public Blockchains 02:34 HTTPS for Crypto 05:38 How Zama Brings Privacy to Ethereum & Solana 06:34 Why Privacy Is Making a Comeback 08:18 Building One Privacy Layer for Every Blockchain 10:11 How Confidential Transactions Work for Users 12:17 Will Privacy Become the Default? 13:00 Confidential USDC and Private DeFi Yields 14:07 Why Institutions Can't Adopt Blockchains Yet 16:11 Zama's Story: From AI Privacy to Blockchain 19:22 The Apex/T-Rex Partnership 21:13 How Shielded Assets Actually Work 23:07 Compliance, KYC, and Preventing Illicit Activity 26:53 Zama's Goal: Encrypt 95% of On-Chain Finance 28:20 Why This Is a Winner-Takes-All Market 29:00 Zama vs. Canton Explained 30:06 Final Thoughts
30:49

There’s NO Chance Trillions Move Onchain Until We Solve This | Rand from Zama 00:00 Why Crypto Needs Privacy 01:24 The Biggest Problem with Public Blockchains 02:34 HTTPS for Crypto 05:38 How Zama Brings Privacy to Ethereum & Solana 06:34 Why Privacy Is Making a Comeback 08:18 Building One Privacy Layer for Every Blockchain 10:11 How Confidential Transactions Work for Users 12:17 Will Privacy Become the Default? 13:00 Confidential USDC and Private DeFi Yields 14:07 Why Institutions Can't Adopt Blockchains Yet 16:11 Zama's Story: From AI Privacy to Blockchain 19:22 The Apex/T-Rex Partnership 21:13 How Shielded Assets Actually Work 23:07 Compliance, KYC, and Preventing Illicit Activity 26:53 Zama's Goal: Encrypt 95% of On-Chain Finance 28:20 Why This Is a Winner-Takes-All Market 29:00 Zama vs. Canton Explained 30:06 Final Thoughts

The Wolf Of All Streets

187,542 просмотров • 2 месяцев назад

Everyone is arguing $SOL vs $ETH They’re missing the point: Solana = payments + retail flow Ethereum = institutions + capital markets Two different games. Two potential winners. Pantera Capital Junior Partner Mason Nystrom ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:11 – Solana: Price vs Reality 03:10 – Solana Flips ETH (Stablecoins) 04:55 – Retail → Institutions Shift 06:50 – Why Solana Wins (vs L1s) 08:50 – Crypto VC Is Changing 10:16 – How Pantera Is Investing 12:50 – Prediction Markets Boom 15:02 – Vertical Apps Are Coming 17:07 – Nexo 17:45 – FortisX 18:22 – Better Token Launches? 20:40 – ICOs → On-Chain Markets 23:16 – AI + Crypto Converge 25:22 – When Do They Merge? 27:35 – What Is Neo Finance? 28:58 – Shareland 29:40 – CFTC Green Light 33:40 – Where Smart Money Looks 34:50 – Final Thoughts
35:38

Everyone is arguing $SOL vs $ETH They’re missing the point: Solana = payments + retail flow Ethereum = institutions + capital markets Two different games. Two potential winners. Pantera Capital Junior Partner Mason Nystrom ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:11 – Solana: Price vs Reality 03:10 – Solana Flips ETH (Stablecoins) 04:55 – Retail → Institutions Shift 06:50 – Why Solana Wins (vs L1s) 08:50 – Crypto VC Is Changing 10:16 – How Pantera Is Investing 12:50 – Prediction Markets Boom 15:02 – Vertical Apps Are Coming 17:07 – Nexo 17:45 – FortisX 18:22 – Better Token Launches? 20:40 – ICOs → On-Chain Markets 23:16 – AI + Crypto Converge 25:22 – When Do They Merge? 27:35 – What Is Neo Finance? 28:58 – Shareland 29:40 – CFTC Green Light 33:40 – Where Smart Money Looks 34:50 – Final Thoughts

Milk Road Crypto

33,204 просмотров • 6 месяцев назад