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.Offchain Labs started in 2018 as an L2 scaling solution when high gas fees made NFTs unusable. Now, Robinhood is building on Arbitrum's tech stack to bring tokenized equities onchain. A.J. Warner, Chief Strategy Officer at Offchain on how the "programmable economy" is actually getting built on Arbitrum: 0:30...

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The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn
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The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn

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🌿📹 Robinhood is building on Arbitrum. At Infra Gardens, A.J. Warner of sat down with Raul 🥛 from Milk Road to unpack: • Why Robin Hood chose the Arbitrum stack • Orbit & Stylus as enterprise-grade infra • The rise of RWAfi and tokenized assets • Arbitrum’s multi-stream revenue model • What Ethereum scaling looks like in 2026 One of the most important conversations of the year for L2s. Watch the full fireside chat recording from Infra Gardens Cannes:
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🌿📹 Robinhood is building on Arbitrum. At Infra Gardens, A.J. Warner of sat down with Raul 🥛 from Milk Road to unpack: • Why Robin Hood chose the Arbitrum stack • Orbit & Stylus as enterprise-grade infra • The rise of RWAfi and tokenized assets • Arbitrum’s multi-stream revenue model • What Ethereum scaling looks like in 2026 One of the most important conversations of the year for L2s. Watch the full fireside chat recording from Infra Gardens Cannes:

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🎙️ New The Edge Podcast 🌉 How Superstate Is Building The Bridge Between $700 Trillion In TradFi and DeFi 0:00 - Intro 1:58 - What tokenization actually means? 3:41 - Tokenization is the evolution of DeFi 7:42 - Why Robert built Superstate 12:49 - Benefits for tokenized asset issuers 18:34 - How Superstate tokenized funds work 23:13 - Magic of automation in DeFi 26:28 - Straddling DeFi and compliance 30:02 - Regulation + CLARITY Act 39:36 - Categories of tokenized securities 41:26 - Differentiators for Superstate 44:57 - Tokenization's hockey stick moment 48:12 - Endgame is primary issuance onchain 49:16 - Closing 🙏 Thanks to Superstate Founder & CEO Robert Leshner for joining us!

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The real power of tokenization isn't just the asset itself. But also what people build on top of it. 🔧 In our latest Apyx Alpha, xStocks Global Head Val joins us to discuss why tokenized assets like $STRCx could become the foundation for an entirely new generation of financial products. From tokenized equities and digital credit to onchain yield strategies, vaults, and portfolio management, we explore what becomes possible when traditional assets become programmable. Timestamps: • 02:04 Why tokenization failed the first time • 05:50 RWAs as programmable financial Lego pieces • 06:19 How protocols can build yield engines using STRCx • 08:00 Why liquidity, not tokenization, is the real unlock • 10:43 New products emerging from tokenized assets • 11:12 Why yield is becoming the dominant RWA use case • 13:01 The rise of a global market for yield • 17:09 The future of onchain portfolio managers • 19:23 Tokenized ETFs vs building funds directly onchain • 20:17 Why crypto can innovate faster than TradFi If $STRC is digital credit, $STRCx may be what makes digital credit composable. Watch the full episode. 👇
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The real power of tokenization isn't just the asset itself. But also what people build on top of it. 🔧 In our latest Apyx Alpha, xStocks Global Head Val joins us to discuss why tokenized assets like $STRCx could become the foundation for an entirely new generation of financial products. From tokenized equities and digital credit to onchain yield strategies, vaults, and portfolio management, we explore what becomes possible when traditional assets become programmable. Timestamps: • 02:04 Why tokenization failed the first time • 05:50 RWAs as programmable financial Lego pieces • 06:19 How protocols can build yield engines using STRCx • 08:00 Why liquidity, not tokenization, is the real unlock • 10:43 New products emerging from tokenized assets • 11:12 Why yield is becoming the dominant RWA use case • 13:01 The rise of a global market for yield • 17:09 The future of onchain portfolio managers • 19:23 Tokenized ETFs vs building funds directly onchain • 20:17 Why crypto can innovate faster than TradFi If $STRC is digital credit, $STRCx may be what makes digital credit composable. Watch the full episode. 👇

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"It's a sign that crypto actually built infrastructure that works. But is it bullish for the projects and tokens involved? I'm not sure it is" Joshua Frank on what Robinhood building on Arbitrum really means for crypto "There's a reason Robinhood is choosing to do this onchain. They can go 24/7, low fee trading for their customers. But Robinhood is operating all the sequencers behind the scenes. It's their chain, they're controlling everything. It's not like Arbitrum is being used for transactions of any sort" "As we saw with Base and Optimism, loyalty is not necessarily a real thing. But obviously they saw something in Arbitrum's technology they liked, so maybe that's bullish broadly for Arbitrum" "The reality is it probably creates more demand for trading tokenized equities 24/7. Maybe dYdX or other platforms offering that are able to generate fees back to token holders. A few years ago the crypto market would have reacted and ARB would have been up 70% on the day. But this is just a picks and shovels kind of play"
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"It's a sign that crypto actually built infrastructure that works. But is it bullish for the projects and tokens involved? I'm not sure it is" Joshua Frank on what Robinhood building on Arbitrum really means for crypto "There's a reason Robinhood is choosing to do this onchain. They can go 24/7, low fee trading for their customers. But Robinhood is operating all the sequencers behind the scenes. It's their chain, they're controlling everything. It's not like Arbitrum is being used for transactions of any sort" "As we saw with Base and Optimism, loyalty is not necessarily a real thing. But obviously they saw something in Arbitrum's technology they liked, so maybe that's bullish broadly for Arbitrum" "The reality is it probably creates more demand for trading tokenized equities 24/7. Maybe dYdX or other platforms offering that are able to generate fees back to token holders. A few years ago the crypto market would have reacted and ARB would have been up 70% on the day. But this is just a picks and shovels kind of play"

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Bankless

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The RWA market went from $1B to $25B in two years. The harder question now is how to make tokenized assets actually useful. Bhaji Illuminati, CEO of Centrifuge Labs, sits down with 0xGraham, DeFi Product Lead, to open DeFi Drip Season 2, break down what comes after tokenization, and show what composability looks like in practice. - Reaching institutional allocators and DeFi users at the same time - Why building the S&P 500 onchain is different from wrapping an ETF - RWAs across the DeFi yield stack: Aave, Morpho, Sky, and what's next Watch the full episode ↓

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There’s no such thing as a free +10% DeFi yield Risk curators have been at the center of the storm. Steakhouse Financial’s SebVentures breaks down what most DeFi users misunderstand about yield, vault safety, and the coming stablecoin wave on Bits + Bips Plus: the liquidity problem with tokenized onchain credit funds & the role of new stablechains like Tempo and Plasma 👇 Timestamps: 🥩 0:27 Understanding Steakhouse Financial and its growth rate 🧠 2:27 What “risk curation” actually means and why Steakhouse focuses on institutions 💵 5:20 How Steakhouse Financial vaults generate stablecoin yields ⚙️ 8:07 What risk curators can—and can’t—control in a decentralized environment ⚠️ 12:56 What recent volatility revealed about #DeFi vaults and the collapse of Stream Finance 📉 17:01 Whether “safe” high yield is even possible 🧱 19:06 The liquidity problem with tokenized credit funds onchain 🌊 27:16 How Steakhouse is positioning for the stablecoin boom ⛓️ 28:52 How stablechains like #Tempo and #Plasma could change the game 🏦 30:15 Why Steakhouse plans to integrate tokenized deposits 🌍 32:23 Steakhouse’s 2026 bet on non-USD #stablecoins
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There’s no such thing as a free +10% DeFi yield Risk curators have been at the center of the storm. Steakhouse Financial’s SebVentures breaks down what most DeFi users misunderstand about yield, vault safety, and the coming stablecoin wave on Bits + Bips Plus: the liquidity problem with tokenized onchain credit funds & the role of new stablechains like Tempo and Plasma 👇 Timestamps: 🥩 0:27 Understanding Steakhouse Financial and its growth rate 🧠 2:27 What “risk curation” actually means and why Steakhouse focuses on institutions 💵 5:20 How Steakhouse Financial vaults generate stablecoin yields ⚙️ 8:07 What risk curators can—and can’t—control in a decentralized environment ⚠️ 12:56 What recent volatility revealed about #DeFi vaults and the collapse of Stream Finance 📉 17:01 Whether “safe” high yield is even possible 🧱 19:06 The liquidity problem with tokenized credit funds onchain 🌊 27:16 How Steakhouse is positioning for the stablecoin boom ⛓️ 28:52 How stablechains like #Tempo and #Plasma could change the game 🏦 30:15 Why Steakhouse plans to integrate tokenized deposits 🌍 32:23 Steakhouse’s 2026 bet on non-USD #stablecoins

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Dinari’s Anna Wroblewska on Bringing US Stocks Onchain In Episode 13 of Layer One, Kelvin Sparks and co-host Ava Labs 🔺 President John Wu 🔺 are joined by Anna B. Wroblewska, Chief Business Officer at Dinari, to break down how tokenized equities are expanding access to U.S. capital markets globally. The group also touched on: • Onchain Brokerage • Global Market Access • Regulatory Infrastructure OUTLINE 00:00 - Introduction 01:32 - What Dinari Is 03:21 - Institutions Arrive 06:01 - Tokenized Trades 08:38 - 24/7 Markets 13:24 - Why B2B Rails 16:18 - Regulation and Access 24:31 - Global Investor Demand 30:29 - S&P Digital Index 47:54 - DeFi and Collateral
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Dinari’s Anna Wroblewska on Bringing US Stocks Onchain In Episode 13 of Layer One, Kelvin Sparks and co-host Ava Labs 🔺 President John Wu 🔺 are joined by Anna B. Wroblewska, Chief Business Officer at Dinari, to break down how tokenized equities are expanding access to U.S. capital markets globally. The group also touched on: • Onchain Brokerage • Global Market Access • Regulatory Infrastructure OUTLINE 00:00 - Introduction 01:32 - What Dinari Is 03:21 - Institutions Arrive 06:01 - Tokenized Trades 08:38 - 24/7 Markets 13:24 - Why B2B Rails 16:18 - Regulation and Access 24:31 - Global Investor Demand 30:29 - S&P Digital Index 47:54 - DeFi and Collateral

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25,864 Aufrufe • vor 2 Monaten

Johann Kerbrat on why Robinhood is building its own L2 on Ethereum At Consensus Hong Kong in February 2026, Robinhood launched a public testnet for Robinhood Chain, an Ethereum Layer 2 built with Arbitrum. Following six months of private testing, Robinhood plans to launch the mainnet in 2026 and will migrate tokenized US stocks and ETFs currently offered to EU customers on Arbitrum One to its own dedicated Arbitrum-powered L2 that still settles on Ethereum. Coinbase has adopted a similar strategy with its plans to take full control over Base’s tech stack and advance the L2 toward Stage 2 decentralization. Robinhood Head of Crypto Johann Kerbrat explains the rationale behind building an L2: “We can still get the security and liquidity of Ethereum, benefit from all of the work that the Arbitrum team has done, and on top of that, customize [the chain] every time we want to build something.” He continues: “If we want to give people access to all of the tools and elements of traditional finance, we also need flexibility [to comply with] what regulators are asking us to do. A world where you have full privacy and you can do whatever you want without KYC and trade securities is still a bit far for us. But what we are trying to find is a good middle ground. You will be on a permissionless chain. You will be able to interact with DeFi and do a lot of things with your stock tokens. We think it’s a great compromise.” Galaxy Head of Research Alex Thorn points out that you can embed a lot of compliance controls at the application and token layers on top of Ethereum. Source: Galaxy Research (May 2026)
2:48

Johann Kerbrat on why Robinhood is building its own L2 on Ethereum At Consensus Hong Kong in February 2026, Robinhood launched a public testnet for Robinhood Chain, an Ethereum Layer 2 built with Arbitrum. Following six months of private testing, Robinhood plans to launch the mainnet in 2026 and will migrate tokenized US stocks and ETFs currently offered to EU customers on Arbitrum One to its own dedicated Arbitrum-powered L2 that still settles on Ethereum. Coinbase has adopted a similar strategy with its plans to take full control over Base’s tech stack and advance the L2 toward Stage 2 decentralization. Robinhood Head of Crypto Johann Kerbrat explains the rationale behind building an L2: “We can still get the security and liquidity of Ethereum, benefit from all of the work that the Arbitrum team has done, and on top of that, customize [the chain] every time we want to build something.” He continues: “If we want to give people access to all of the tools and elements of traditional finance, we also need flexibility [to comply with] what regulators are asking us to do. A world where you have full privacy and you can do whatever you want without KYC and trade securities is still a bit far for us. But what we are trying to find is a good middle ground. You will be on a permissionless chain. You will be able to interact with DeFi and do a lot of things with your stock tokens. We think it’s a great compromise.” Galaxy Head of Research Alex Thorn points out that you can embed a lot of compliance controls at the application and token layers on top of Ethereum. Source: Galaxy Research (May 2026)

Etherealize

97,002 Aufrufe • vor 1 Monat

Arbitrum embraces ZK Succinct has signed exclusive partnership with Tandem (Offchain Labs’ venture arm) to bring ZK proving to Arbitrum chains. Uma Roy: “Every rollup will become a ZK rollup. We gave OP Stack that option with OP Succinct; now Arbitrum’s massive ecosystem gets it too.” What changes for users - Finality: withdrawals and settlements go from 7 days to minutes. - Capital efficiency: funds are no longer locked during week-long challenge periods. - User experience: bridges become smoother, safer, and significantly faster. - Security: execution is enforced by ZK proofs at L1, reducing dependence on sequencer honesty. Steven Goldfeder: “Using ZK proofs brings the network closer to something like Stage 2 decentralization — security enforced at L1, not just by trusting the sequencer.” What changes for the ecosystem - Flexibility: more than 40 Arbitrum chains, including projects like Robinhood and Converge, will be able to choose ZK proving. - Modular design: Succinct provers integrate without requiring a rewrite of the stack. - Governance: Arbitrum One itself is DAO-governed and will not flip overnight, but the stack now supports ZK from the ground up. - Hybrid paths: optimistic and ZK approaches can coexist, giving teams cost and latency trade-offs. What it means for Succinct - SP1 zkVM is already used by 35+ projects including Across, Avail, Celestia, Mantle, Polygon. - Succinct Prover Network, secured and powered by the PROVE token, expands beyond OP Stack chains to cover Arbitrum. - The addressable market effectively doubles. Monetizing even a fraction of Arbitrum’s L2 value could mean hundreds of millions in revenue distributed to provers, stakers, and partners. The ZK era is upon us
5:04

Arbitrum embraces ZK Succinct has signed exclusive partnership with Tandem (Offchain Labs’ venture arm) to bring ZK proving to Arbitrum chains. Uma Roy: “Every rollup will become a ZK rollup. We gave OP Stack that option with OP Succinct; now Arbitrum’s massive ecosystem gets it too.” What changes for users - Finality: withdrawals and settlements go from 7 days to minutes. - Capital efficiency: funds are no longer locked during week-long challenge periods. - User experience: bridges become smoother, safer, and significantly faster. - Security: execution is enforced by ZK proofs at L1, reducing dependence on sequencer honesty. Steven Goldfeder: “Using ZK proofs brings the network closer to something like Stage 2 decentralization — security enforced at L1, not just by trusting the sequencer.” What changes for the ecosystem - Flexibility: more than 40 Arbitrum chains, including projects like Robinhood and Converge, will be able to choose ZK proving. - Modular design: Succinct provers integrate without requiring a rewrite of the stack. - Governance: Arbitrum One itself is DAO-governed and will not flip overnight, but the stack now supports ZK from the ground up. - Hybrid paths: optimistic and ZK approaches can coexist, giving teams cost and latency trade-offs. What it means for Succinct - SP1 zkVM is already used by 35+ projects including Across, Avail, Celestia, Mantle, Polygon. - Succinct Prover Network, secured and powered by the PROVE token, expands beyond OP Stack chains to cover Arbitrum. - The addressable market effectively doubles. Monetizing even a fraction of Arbitrum’s L2 value could mean hundreds of millions in revenue distributed to provers, stakers, and partners. The ZK era is upon us

jaehaerys.eth

17,453 Aufrufe • vor 11 Monaten

The Arbitrum Gaming Ventures (AGV) has 215M ARB in their strategic capital approved by the Arbitrum DAO. AGV is deploying to what they think are "shots on goal" for crypto gaming while keeping quality over quantity in mind. I had the opportunity to exchange valuable insights with Ethan SY from AGV at the Arbitrum_jpn Gaming Night event. We talked everything from the current landscape of crypto gaming TO what does it actually take for crypto games to succeed. These insights are not something we can learn often, so I truly appreciate the opportunity. Shout out Andrew for setting this up. Gaming on Arbitrum looks good here ArbitrumPlay 🔵 Timestamps: 0:18 – Introduction 0:45 – Mission & Vision of Arbitrum Gaming Ventures 1:38 – How Top Apps Acquire, Retain & Monetize Users 2:00 – Why is Arbitrum being selective in this market and deploying slowly? What’s the thesis behind it? 3:00 – Why Arbitrum invested in Wildcard 4:12 – Why do so many games shut down? 5:04 – What is the grand vision for Arbitrum Gaming Ventures? 5:58 – What does Arbitrum Gaming look for when considering an investment? 7:59 – Bold prediction for crypto gaming in 2026
9:25

The Arbitrum Gaming Ventures (AGV) has 215M ARB in their strategic capital approved by the Arbitrum DAO. AGV is deploying to what they think are "shots on goal" for crypto gaming while keeping quality over quantity in mind. I had the opportunity to exchange valuable insights with Ethan SY from AGV at the Arbitrum_jpn Gaming Night event. We talked everything from the current landscape of crypto gaming TO what does it actually take for crypto games to succeed. These insights are not something we can learn often, so I truly appreciate the opportunity. Shout out Andrew for setting this up. Gaming on Arbitrum looks good here ArbitrumPlay 🔵 Timestamps: 0:18 – Introduction 0:45 – Mission & Vision of Arbitrum Gaming Ventures 1:38 – How Top Apps Acquire, Retain & Monetize Users 2:00 – Why is Arbitrum being selective in this market and deploying slowly? What’s the thesis behind it? 3:00 – Why Arbitrum invested in Wildcard 4:12 – Why do so many games shut down? 5:04 – What is the grand vision for Arbitrum Gaming Ventures? 5:58 – What does Arbitrum Gaming look for when considering an investment? 7:59 – Bold prediction for crypto gaming in 2026

yellowpanther 黄豹 💎

23,788 Aufrufe • vor 9 Monaten

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🎙️ New The Edge Podcast 📊 Navigating The World of Ethereum L2s, According To L2BEAT 0:00 - Intro 6:44 - Bartek’s background 9:57 - Is Ethereum headed in the right direction? 12:27 - Why Ethereum and L2s need L2BEAT 19:51 - The Rotten Tomatoes of L2s 25:41 - How L2BEAT is funded as a public good 30:58 - Defining an Ethereum L2 34:35 - How does an L2 derive security from L1? 42:11 - Three distinct stages of an L2 47:14 - What Arbitrum and Base need to be Stage 2 55:04 - Thoughts on based rollups 57:03 - Why Robinhood chose an Ethereum L2 1:00:30 - Justified criticisms of L2s 1:04:53 - What is Data Availability (DA)? 1:11:37 - Fundamental role of zk scaling Ethereum 1:16:19 - A future of zk-powered DeFi 1:20:06 - Closing 🙏 Thanks to L2BEAT 💗 Founder bartek.eth for joining us!

DeFi Dad ⟠ defidad.eth

21,847 Aufrufe • vor 9 Monaten

NEW: Brian Armstrong, Coinbase Full Interview. Rebuilding Coinbase 🛡️ Around Intelligence Tokenized stocks, an SEC-registered AI advisor, +1,200 agents working inside the company We cover: › Pre-IPO perps (SpaceX, OpenAI, Anthropic) › Intelligent routing pushing 80% of workloads to models 99% cheaper (keeping token costs flat) › Tokenized equities backed 1:1, with 24/7 trading & access for 4B unbrokered people › Coinbase Advisor: SEC-registered AI investment advisor › 1,200 full-time AI agents, teams shrinking to 1 person, bugs/incidents down per line of code › Building the financial rails for the agentic economy › Economic freedom, Argentina, & why traditional media is dead 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Armstrong, Co-Founder & CEO of Coinbase (00:45) Backstage before the Announcements drop (01:47) Why Tokenized Stocks never worked before until now (03:58) Inside Coinbase Advisor: The SEC-Registered AI Investment Agent (05:36) The real mission behind every Coinbase product (06:55) Does the average American feel economically free? (08:42) What Argentina taught Brian about Capitalism (11:16) Why younger generations are drifting toward Socialism (13:01) What Roblox reveals about the next generation (13:57) Why no one in Argentina plans for the future (18:17) How Crypto is rewriting financial infrastructure (20:20) The Strategy behind Coinbase's "Everything Exchange" (21:28) Building the most trusted brand in the Crypto Industry (23:49) Prediction Markets, Dry Powder & Reading Market Cycles (26:07) The Pre-IPO loophole Coinbase built for everyone else (28:18) Why Coinbase wins the super app war (29:40) The tweet that got 24 million views (32:22) Will AI actually kill jobs? (36:03) How Brian stays on top of everything (38:19) Founder Energy vs. Operator Energy (39:33) AI has a branding problem (46:41) Will Anthropic and OpenAI just build every company? (48:12) Who is Coinbase's real competitor? (51:25) The Announcement Brian is most excited about (53:03) Getting $4 trillion of new IPO wealth onto Coinbase (54:08) The mentors who shaped Brian Armstrong
57:52

NEW: Brian Armstrong, Coinbase Full Interview. Rebuilding Coinbase 🛡️ Around Intelligence Tokenized stocks, an SEC-registered AI advisor, +1,200 agents working inside the company We cover: › Pre-IPO perps (SpaceX, OpenAI, Anthropic) › Intelligent routing pushing 80% of workloads to models 99% cheaper (keeping token costs flat) › Tokenized equities backed 1:1, with 24/7 trading & access for 4B unbrokered people › Coinbase Advisor: SEC-registered AI investment advisor › 1,200 full-time AI agents, teams shrinking to 1 person, bugs/incidents down per line of code › Building the financial rails for the agentic economy › Economic freedom, Argentina, & why traditional media is dead 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Armstrong, Co-Founder & CEO of Coinbase (00:45) Backstage before the Announcements drop (01:47) Why Tokenized Stocks never worked before until now (03:58) Inside Coinbase Advisor: The SEC-Registered AI Investment Agent (05:36) The real mission behind every Coinbase product (06:55) Does the average American feel economically free? (08:42) What Argentina taught Brian about Capitalism (11:16) Why younger generations are drifting toward Socialism (13:01) What Roblox reveals about the next generation (13:57) Why no one in Argentina plans for the future (18:17) How Crypto is rewriting financial infrastructure (20:20) The Strategy behind Coinbase's "Everything Exchange" (21:28) Building the most trusted brand in the Crypto Industry (23:49) Prediction Markets, Dry Powder & Reading Market Cycles (26:07) The Pre-IPO loophole Coinbase built for everyone else (28:18) Why Coinbase wins the super app war (29:40) The tweet that got 24 million views (32:22) Will AI actually kill jobs? (36:03) How Brian stays on top of everything (38:19) Founder Energy vs. Operator Energy (39:33) AI has a branding problem (46:41) Will Anthropic and OpenAI just build every company? (48:12) Who is Coinbase's real competitor? (51:25) The Announcement Brian is most excited about (53:03) Getting $4 trillion of new IPO wealth onto Coinbase (54:08) The mentors who shaped Brian Armstrong

Molly O’Shea

568,245 Aufrufe • vor 1 Monat

Agents Already Spent $76 Million: Circle's AI Agent stack, x402, stablecoins and the Agentic Economy Shoal Signal with Corey Cooper, Senior Manager, DevRel at Circle, hosted by Zaddycoin We cover how Circle is building the agent money stack with $USDC, Arc, x402, why EIP-3009 makes payments gasless, who is actually transacting today, whether SaaS is dead, and why agents buying their own services points to a trillion dollar TAM. 0:00 What Circle is building for agents 3:01 Why x402 matters for builders 6:54 USDC, gasless transfers, and facilitators 10:57 The Circle agent stack and nano payments 14:17 Who is using x402 and for what 16:46 Pay-per-use flattens the internet 19:50 A new persona, and $76 million transacted 23:03 What is missing for agent to agent 28:05 Every app has APIs, the TAM is trillions 29:26 Is SaaS dead 31:57 Discovery as the real value layer 36:28 How Circle curated its marketplace 41:23 Why it has to run on stablecoins 46:00 Cash App to agent in one second 49:38 Where the alpha is, trading on Robinhood 52:08 Try it yourself
54:16

Agents Already Spent $76 Million: Circle's AI Agent stack, x402, stablecoins and the Agentic Economy Shoal Signal with Corey Cooper, Senior Manager, DevRel at Circle, hosted by Zaddycoin We cover how Circle is building the agent money stack with $USDC, Arc, x402, why EIP-3009 makes payments gasless, who is actually transacting today, whether SaaS is dead, and why agents buying their own services points to a trillion dollar TAM. 0:00 What Circle is building for agents 3:01 Why x402 matters for builders 6:54 USDC, gasless transfers, and facilitators 10:57 The Circle agent stack and nano payments 14:17 Who is using x402 and for what 16:46 Pay-per-use flattens the internet 19:50 A new persona, and $76 million transacted 23:03 What is missing for agent to agent 28:05 Every app has APIs, the TAM is trillions 29:26 Is SaaS dead 31:57 Discovery as the real value layer 36:28 How Circle curated its marketplace 41:23 Why it has to run on stablecoins 46:00 Cash App to agent in one second 49:38 Where the alpha is, trading on Robinhood 52:08 Try it yourself

Shoal Research

19,984 Aufrufe • vor 1 Monat

.Charles Yoo-Naut (🌧️,🌧️) is one of the most quietly consequential founders in not just onchain finance, but fintech as a whole. He and farooq 🌧 started building Rain in 2021, before the GENIUS Act, before stablecoin legislation was even a conversation, when the industry was still debating whether crypto had real use cases at all. Rain was built on a belief that every financial product will eventually run on stablecoin rails, and that cards are the bridge to get there. Charles rebuilt the modern money stack from the ground up, powered by stablecoins. Today Rain processes over $3 billion a year in card volume, having raised over $300 million in three rounds across 12 months, hitting a $1.95 billion valuation. Charles sat down with Drew Rogers in San Francisco to discuss: - What it actually looks like when stablecoins settle end to end on Visa rails - Why Rain's biggest customers are companies that didn't exist two years ago - The moment cross-border payments stop needing banks in the middle - What happens when agents start making purchases, and who is liable - How a 95-person company avoids the Block trap of hiring 8,000 - Why the line between a card payment and a stablecoin payment is about to disappear - What it feels like to become a dad while scaling a company at this pace Timestamps: 02:29 - $250M Series C, $1.95B valuation 03:40 - The conviction that started four years early 06:08 - $3B annualized card volume 08:33 - USDC settlement with Visa 12:33 - From "Ramp for DAOs" to the full TAM 14:36 - Western Union and the stablecoin sandwich 21:36 - 17 days to go live 26:15 - "I don't know if I could be an AI founder right now" 33:50 - Stablecoins passing cardholder to merchant 44:01 - Microtransactions and content paywalls 46:33 - Becoming a dad Presented by Altitude
48:00

.Charles Yoo-Naut (🌧️,🌧️) is one of the most quietly consequential founders in not just onchain finance, but fintech as a whole. He and farooq 🌧 started building Rain in 2021, before the GENIUS Act, before stablecoin legislation was even a conversation, when the industry was still debating whether crypto had real use cases at all. Rain was built on a belief that every financial product will eventually run on stablecoin rails, and that cards are the bridge to get there. Charles rebuilt the modern money stack from the ground up, powered by stablecoins. Today Rain processes over $3 billion a year in card volume, having raised over $300 million in three rounds across 12 months, hitting a $1.95 billion valuation. Charles sat down with Drew Rogers in San Francisco to discuss: - What it actually looks like when stablecoins settle end to end on Visa rails - Why Rain's biggest customers are companies that didn't exist two years ago - The moment cross-border payments stop needing banks in the middle - What happens when agents start making purchases, and who is liable - How a 95-person company avoids the Block trap of hiring 8,000 - Why the line between a card payment and a stablecoin payment is about to disappear - What it feels like to become a dad while scaling a company at this pace Timestamps: 02:29 - $250M Series C, $1.95B valuation 03:40 - The conviction that started four years early 06:08 - $3B annualized card volume 08:33 - USDC settlement with Visa 12:33 - From "Ramp for DAOs" to the full TAM 14:36 - Western Union and the stablecoin sandwich 21:36 - 17 days to go live 26:15 - "I don't know if I could be an AI founder right now" 33:50 - Stablecoins passing cardholder to merchant 44:01 - Microtransactions and content paywalls 46:33 - Becoming a dad Presented by Altitude

Stabledash

23,379 Aufrufe • vor 4 Monaten

Ten years on Ethereum, zero oracle hacks. Niklas KunkΞl tells Steven Ehrlich that record is no accident. It is what happens when a team treats security like a religion, not a checklist. 🔐 Worth a listen for anyone lending against tokenized funds. Timestamps: 🎙️ 00:41 Niklas Kunkel on what actually separates the oracle providers, and why most people get it wrong 🛠️ 02:39 The origin story: why building MakerDAO forced Niklas to invent the oracle from scratch ⚠️ 06:35 The hidden single point of failure lurking inside every DeFi protocol 🏦 11:07 Chronicle's bet: from pricing tokens to verifying the real collateral behind tokenized RWAs 🧾 15:30 Don't trust, verify: how Chronicle rebuilds BlackRock's BUIDL fund from scratch, independently 📣 24:50 Cape: Get 33% off your first six months with code unchained at 📈 27:07 The hottest RWA trade nobody's talking about: why CLOs like Galaxy's new tokenized credit product are taking off 🚀 32:36 The SpaceX pre-IPO token mess: buyers paid up, then never got their shares 🌉 36:21 The KelpDAO exploit and the uncomfortable truth: every bridge is just an oracle in disguise 📊 42:28 Chronicle's next growth wave: tokenized equities and the redemption gap that could break them ⛓️ 48:15 The counterintuitive one: why even fully onchain-issued funds still can't skip proof of asset
51:23

Ten years on Ethereum, zero oracle hacks. Niklas KunkΞl tells Steven Ehrlich that record is no accident. It is what happens when a team treats security like a religion, not a checklist. 🔐 Worth a listen for anyone lending against tokenized funds. Timestamps: 🎙️ 00:41 Niklas Kunkel on what actually separates the oracle providers, and why most people get it wrong 🛠️ 02:39 The origin story: why building MakerDAO forced Niklas to invent the oracle from scratch ⚠️ 06:35 The hidden single point of failure lurking inside every DeFi protocol 🏦 11:07 Chronicle's bet: from pricing tokens to verifying the real collateral behind tokenized RWAs 🧾 15:30 Don't trust, verify: how Chronicle rebuilds BlackRock's BUIDL fund from scratch, independently 📣 24:50 Cape: Get 33% off your first six months with code unchained at 📈 27:07 The hottest RWA trade nobody's talking about: why CLOs like Galaxy's new tokenized credit product are taking off 🚀 32:36 The SpaceX pre-IPO token mess: buyers paid up, then never got their shares 🌉 36:21 The KelpDAO exploit and the uncomfortable truth: every bridge is just an oracle in disguise 📊 42:28 Chronicle's next growth wave: tokenized equities and the redemption gap that could break them ⛓️ 48:15 The counterintuitive one: why even fully onchain-issued funds still can't skip proof of asset

Laura Shin

12,172 Aufrufe • vor 16 Tagen

Wall Street’s Big Crypto Bet – The Truth About Tokenized Securities | With Sonnenshein Full video below. 0:00 Intro 1:13 Are We Tokenizing Everything? 2:11 Inside BlackRock’s Tokenized Fund 3:50 Daily Yield and 24/7 Liquidity 5:22 Why Tokenization Actually Matters 7:23 Wallets vs Brokerage Accounts 9:11 Making Onchain Access Easy 10:36 What Gets Tokenized Next 13:43 Public Equities on Blockchain 16:04 Merging TradFi with Web3 18:46 From Grayscale to Securitize 20:03 A New SEC Attitude 22:12 Regulation Without New Laws 24:30 Connecting RWAs to DeFi 27:11 Launching the Converge Chain 29:54 Tokenizing Private Credit 32:20 Wall Street Yields for All 34:26 Tokenized Sovereign Debt? 35:47 Why Real Estate Is Hard 37:33 Institutions Finally Jump In 40:06 Settlement Speeds Revolution 42:10 TradFi vs Crypto Ideals 44:22 The Risk of Overreach 47:12 Bitcoin On Balance Sheets 50:10 Nation-State Bitcoin Strategy 50:55 Final Thoughts & Outro
51:23

Wall Street’s Big Crypto Bet – The Truth About Tokenized Securities | With Sonnenshein Full video below. 0:00 Intro 1:13 Are We Tokenizing Everything? 2:11 Inside BlackRock’s Tokenized Fund 3:50 Daily Yield and 24/7 Liquidity 5:22 Why Tokenization Actually Matters 7:23 Wallets vs Brokerage Accounts 9:11 Making Onchain Access Easy 10:36 What Gets Tokenized Next 13:43 Public Equities on Blockchain 16:04 Merging TradFi with Web3 18:46 From Grayscale to Securitize 20:03 A New SEC Attitude 22:12 Regulation Without New Laws 24:30 Connecting RWAs to DeFi 27:11 Launching the Converge Chain 29:54 Tokenizing Private Credit 32:20 Wall Street Yields for All 34:26 Tokenized Sovereign Debt? 35:47 Why Real Estate Is Hard 37:33 Institutions Finally Jump In 40:06 Settlement Speeds Revolution 42:10 TradFi vs Crypto Ideals 44:22 The Risk of Overreach 47:12 Bitcoin On Balance Sheets 50:10 Nation-State Bitcoin Strategy 50:55 Final Thoughts & Outro

The Wolf Of All Streets

95,163 Aufrufe • vor 1 Jahr

.Megapot just raised $5M in a pre-seed led by Dragonfly ＞|＜, Coinbase Ventures 🛡️, and BanklessVC to build an onchain lottery. Founder Patrick | Megapot on how people can earn as the house by joining their liquidity pool: "The only way to make money in a casino is to be the house. We're trying to say, you can earn as the house. You deposit money into the liquidity pool. It basically serves as insurance for the prize pool." "Before I started Megapot, I worked at a company called Uniswap. They're very well known for a liquidity pool way of market making. I took that and said, why don't we do the same thing here?" "This 1.1 million dollar prize pool, we actually had this on day one when we launched last week. We didn't sell 1.1 million dollars of tickets."
1:31

.Megapot just raised $5M in a pre-seed led by Dragonfly ＞|＜, Coinbase Ventures 🛡️, and BanklessVC to build an onchain lottery. Founder Patrick | Megapot on how people can earn as the house by joining their liquidity pool: "The only way to make money in a casino is to be the house. We're trying to say, you can earn as the house. You deposit money into the liquidity pool. It basically serves as insurance for the prize pool." "Before I started Megapot, I worked at a company called Uniswap. They're very well known for a liquidity pool way of market making. I took that and said, why don't we do the same thing here?" "This 1.1 million dollar prize pool, we actually had this on day one when we launched last week. We didn't sell 1.1 million dollars of tickets."

Stabledash

17,541 Aufrufe • vor 3 Monaten