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Tokenization is no longer a back-office experiment. It’s the front office. Sandy Kaul from Franklin Templeton Digital Assets and Ian De Bode from Ondo Finance join our Stateful podcast, hosted by Franklin Bi. In this episode, they discuss how capital markets are coming onchain: - 100% of Franklin Templeton’s...

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Pantera Capital

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"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
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"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

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CoinDesk's Public Keys at the NYSE 🏛 takes you back to the highlights from #Consensus2026 → Miami in Miami. Anthony Pompliano 🌪 says "75% of crypto companies aren't going to be here in 5 years," State Street's Angus Fletcher on tokenized fund service launching from Luxembourg by end of 2026, and Sharplink's CEO Joseph Chalom on why ETH's risk/reward "has never been better." With Jenn Sanasie. 00:00 Welcome to Public Keys at NYSE 00:14 Pomp on 75% of Crypto Being "Dead and Never Coming Back" 02:30 The Four Survivors: Bitcoin, Infrastructure, Stablecoins, Tokenization 04:30 Ghost Chains and Why Crypto Needs to Grow Up 05:30 BlackRock Is Now a Bitcoin Company 09:00 Pomp on Prediction Markets and ETFs as "Biggest New Category" 12:30 State Street's Angus Fletcher Joins 14:30 Why Traditional and Digital Will Run Together 17:00 Regulatory Clarity as a Stamp of Approval 18:30 State Street Picks Luxembourg for Tokenized Funds 20:30 SharpLink CEO Joseph Chalom on Ethereum as Infrastructure 23:30 Permanent ETH Capital and Institutional Standards 26:30 Why Stablecoins Will Outpace Bitcoin Payments 31:00 Chalom: ETH Risk/Reward "Never Been Better"
31:57

CoinDesk's Public Keys at the NYSE 🏛 takes you back to the highlights from #Consensus2026 → Miami in Miami. Anthony Pompliano 🌪 says "75% of crypto companies aren't going to be here in 5 years," State Street's Angus Fletcher on tokenized fund service launching from Luxembourg by end of 2026, and Sharplink's CEO Joseph Chalom on why ETH's risk/reward "has never been better." With Jenn Sanasie. 00:00 Welcome to Public Keys at NYSE 00:14 Pomp on 75% of Crypto Being "Dead and Never Coming Back" 02:30 The Four Survivors: Bitcoin, Infrastructure, Stablecoins, Tokenization 04:30 Ghost Chains and Why Crypto Needs to Grow Up 05:30 BlackRock Is Now a Bitcoin Company 09:00 Pomp on Prediction Markets and ETFs as "Biggest New Category" 12:30 State Street's Angus Fletcher Joins 14:30 Why Traditional and Digital Will Run Together 17:00 Regulatory Clarity as a Stamp of Approval 18:30 State Street Picks Luxembourg for Tokenized Funds 20:30 SharpLink CEO Joseph Chalom on Ethereum as Infrastructure 23:30 Permanent ETH Capital and Institutional Standards 26:30 Why Stablecoins Will Outpace Bitcoin Payments 31:00 Chalom: ETH Risk/Reward "Never Been Better"

CoinDesk

16,529 Aufrufe • vor 2 Monaten

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
44:05

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

Pantera Capital

33,272 Aufrufe • vor 3 Monaten

Please enjoy my latest Journey Man episode with Mike Cagney 🇺🇸 00:00 Introduction 02:14 Interview with Mike Cagney Begins – A Pioneer in Tokenization 02:46 Mike's Background in Finance and Transition to Blockchain 04:20 The Evolution from Hedge Funds to Fintech and Blockchain 05:23 Bitcoin, Blockchain, and Displacing Trust with Truth 06:27 How Blockchain Can Reshape Capital Markets 07:58 The Role of Blockchain in Lending and Prime Brokerage 09:27 The Impact of Blockchain on Financial Intermediaries 12:00 Extracting Cost Savings Through On-Chain Transactions 14:36 Traditional Financial Institutions Adopting Blockchain 16:44 Creating a Permanent Capital Guarantor for Private Credit 18:22 Real-Time Remittance Tracking and Its Impact on Hedge Funds 19:52 The Struggle to Get Banks and Regulators on Board 21:27 Public Blockchain Adoption: Resistance and Opportunities 23:39 Developing a Blockchain-Native Security for Fiat Rails 25:14 The Future of On-Chain Securities and Banking Infrastructure 27:26 Building a Decentralized Exchange for Blockchain Assets 30:07 The Vision of a Fully Cross-Collateralized Financial System 32:49 The Expansion into Public Equities and Disrupting Prime Brokerage 34:29 How Traditional Financial Institutions View Blockchain 36:48 Challenges of Tokenizing Traditional Financial Systems 39:04 Why Financial Institutions Are Hesitant to Embrace Blockchain 41:07 The Future of Blockchain in Global Finance 42:49 Scaling Challenges for Blockchain in Financial Markets 44:44 Ethereum vs. Other Chains: The Institutional Perspective 48:02 The Potential of JP Morgan Launching a Stablecoin on Ethereum 50:39 Figure’s Plans for Public Listings and Market Expansion 53:44 Expected Regulatory Changes and Market Structure Updates 57:29 Key Takeaways: The Future of Blockchain in Finance 58:36 Raoul's Final Thoughts and Reflections on the Interview 1:00:00 Conclusion and Final Thoughts
59:12

Please enjoy my latest Journey Man episode with Mike Cagney 🇺🇸 00:00 Introduction 02:14 Interview with Mike Cagney Begins – A Pioneer in Tokenization 02:46 Mike's Background in Finance and Transition to Blockchain 04:20 The Evolution from Hedge Funds to Fintech and Blockchain 05:23 Bitcoin, Blockchain, and Displacing Trust with Truth 06:27 How Blockchain Can Reshape Capital Markets 07:58 The Role of Blockchain in Lending and Prime Brokerage 09:27 The Impact of Blockchain on Financial Intermediaries 12:00 Extracting Cost Savings Through On-Chain Transactions 14:36 Traditional Financial Institutions Adopting Blockchain 16:44 Creating a Permanent Capital Guarantor for Private Credit 18:22 Real-Time Remittance Tracking and Its Impact on Hedge Funds 19:52 The Struggle to Get Banks and Regulators on Board 21:27 Public Blockchain Adoption: Resistance and Opportunities 23:39 Developing a Blockchain-Native Security for Fiat Rails 25:14 The Future of On-Chain Securities and Banking Infrastructure 27:26 Building a Decentralized Exchange for Blockchain Assets 30:07 The Vision of a Fully Cross-Collateralized Financial System 32:49 The Expansion into Public Equities and Disrupting Prime Brokerage 34:29 How Traditional Financial Institutions View Blockchain 36:48 Challenges of Tokenizing Traditional Financial Systems 39:04 Why Financial Institutions Are Hesitant to Embrace Blockchain 41:07 The Future of Blockchain in Global Finance 42:49 Scaling Challenges for Blockchain in Financial Markets 44:44 Ethereum vs. Other Chains: The Institutional Perspective 48:02 The Potential of JP Morgan Launching a Stablecoin on Ethereum 50:39 Figure’s Plans for Public Listings and Market Expansion 53:44 Expected Regulatory Changes and Market Structure Updates 57:29 Key Takeaways: The Future of Blockchain in Finance 58:36 Raoul's Final Thoughts and Reflections on the Interview 1:00:00 Conclusion and Final Thoughts

Raoul Pal

154,659 Aufrufe • vor 1 Jahr

On Public Keys at the NYSE 🏛, Eric Balchunas of Bloomberg breaks down why $3B in BTC ETF outflows is just "noise" and why HYPE is the new "Hansel from Zoolander" of crypto ETFs. Plus, Stellar Development Foundation CEO Denelle Dixon on DTCC tapping Stellar as the first public blockchain for tokenized securities. Watch with Jenn Sanasie and Dave LaValle. Thank you to our sponsor Kraken. Timecodes: 00:00 Welcome to Public Keys 00:54 Jamie Dimon vs Brian Armstrong on Stablecoin Yields 03:21 Bitcoin ETFs Shed $2.97B in Outflows 05:50 BTC ETFs Post Worst Week Since January 06:50 Grayscale Amends HYPE ETF Filing 08:36 Bloomberg Intelligence's Eric Balchunas Joins Public Keys 09:39 Why BTC ETF Outflows Are Just 'Noise' 13:00 Wall Street's New BTC Products: Goldman, Morgan Stanley, iShares 15:33 HYPE Is the 'Hansel from Zoolander' of Crypto ETFs 17:57 Will SpaceX ETFs Pull Capital from Crypto? 20:42 10X: What Separates Pro Traders from Retail 22:25 Knowing Your 'Out': The Biggest Mistake in Margin Trading 25:06 Stellar Development Foundation's Denelle Dixon on the DTCC Tokenization Deal 26:14 Stellar Hits $3B in Tokenized Assets in Five Months 28:46 Can Blockchains Handle DTCC-Level Volume? 30:21 Digital Twins and the Issuer-Led Tokenization Question 31:50 Will One Blockchain Win the RWA Race?
33:05

On Public Keys at the NYSE 🏛, Eric Balchunas of Bloomberg breaks down why $3B in BTC ETF outflows is just "noise" and why HYPE is the new "Hansel from Zoolander" of crypto ETFs. Plus, Stellar Development Foundation CEO Denelle Dixon on DTCC tapping Stellar as the first public blockchain for tokenized securities. Watch with Jenn Sanasie and Dave LaValle. Thank you to our sponsor Kraken. Timecodes: 00:00 Welcome to Public Keys 00:54 Jamie Dimon vs Brian Armstrong on Stablecoin Yields 03:21 Bitcoin ETFs Shed $2.97B in Outflows 05:50 BTC ETFs Post Worst Week Since January 06:50 Grayscale Amends HYPE ETF Filing 08:36 Bloomberg Intelligence's Eric Balchunas Joins Public Keys 09:39 Why BTC ETF Outflows Are Just 'Noise' 13:00 Wall Street's New BTC Products: Goldman, Morgan Stanley, iShares 15:33 HYPE Is the 'Hansel from Zoolander' of Crypto ETFs 17:57 Will SpaceX ETFs Pull Capital from Crypto? 20:42 10X: What Separates Pro Traders from Retail 22:25 Knowing Your 'Out': The Biggest Mistake in Margin Trading 25:06 Stellar Development Foundation's Denelle Dixon on the DTCC Tokenization Deal 26:14 Stellar Hits $3B in Tokenized Assets in Five Months 28:46 Can Blockchains Handle DTCC-Level Volume? 30:21 Digital Twins and the Issuer-Led Tokenization Question 31:50 Will One Blockchain Win the RWA Race?

CoinDesk

53,240 Aufrufe • vor 1 Monat

CRYPTO AI INTERVIEW: NAPSTER MOMENT FOR WEB3? , co-founder of Story , dives into how blockchain revolutionizes intellectual property (IP) in the AI age with Buzz 巴斯光年 . From tokenizing IP to programmable assets, Jason explains why IP could be the next trillion-dollar asset class in blockchain—and how AI is forcing a "Napster Moment" for copyright. This conversation explores Story Protocol’s mission to bring IP on-chain, AI’s impact on IP markets, and the disruption of traditional systems. 0:44 – What is Story Protocol? Transforming IP into programmable assets. 2:10 – Jason’s Journey: From DeepMind to Blockchain Innovation. 3:35 – IP in AI: Why it’s critical in the AI era. 5:50 – Tokenizing IP: Bringing intellectual property on-chain. 8:10 – Blockchain for IP: A transparent global system. 10:15 – Story’s Vision: The foundation for Web3 IP. 12:00 – AI’s Impact: How AI reshapes IP needs. 14:00 – Partnerships: Collaborating with Stability AI. 15:30 – IP as Assets: Bridging IP with DeFi. 18:00 – AI Agents: Using Story for licensing. 20:05 – Future Markets: Building composable IP systems. 22:40 – Disrupting IP: Blockchain vs. traditional systems. 24:15 – More Valuable Than Data: IP’s role in AI innovation. 26:30 – A Napster Moment: Redefining IP for the AI era. 28:00 – What’s Next? Roadmap and mainnet launch.
1:02:39

CRYPTO AI INTERVIEW: NAPSTER MOMENT FOR WEB3? , co-founder of Story , dives into how blockchain revolutionizes intellectual property (IP) in the AI age with Buzz 巴斯光年 . From tokenizing IP to programmable assets, Jason explains why IP could be the next trillion-dollar asset class in blockchain—and how AI is forcing a "Napster Moment" for copyright. This conversation explores Story Protocol’s mission to bring IP on-chain, AI’s impact on IP markets, and the disruption of traditional systems. 0:44 – What is Story Protocol? Transforming IP into programmable assets. 2:10 – Jason’s Journey: From DeepMind to Blockchain Innovation. 3:35 – IP in AI: Why it’s critical in the AI era. 5:50 – Tokenizing IP: Bringing intellectual property on-chain. 8:10 – Blockchain for IP: A transparent global system. 10:15 – Story’s Vision: The foundation for Web3 IP. 12:00 – AI’s Impact: How AI reshapes IP needs. 14:00 – Partnerships: Collaborating with Stability AI. 15:30 – IP as Assets: Bridging IP with DeFi. 18:00 – AI Agents: Using Story for licensing. 20:05 – Future Markets: Building composable IP systems. 22:40 – Disrupting IP: Blockchain vs. traditional systems. 24:15 – More Valuable Than Data: IP’s role in AI innovation. 26:30 – A Napster Moment: Redefining IP for the AI era. 28:00 – What’s Next? Roadmap and mainnet launch.

Mario Nawfal

253,886 Aufrufe • vor 1 Jahr

"I will no longer make an investment that doesn't touch AI." — Sam Lehman Rish (AI Solana) and Sam Lehman (AI Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they discuss the convergence of AI and crypto: - $211B in AI investments - How Solana leverages AI - Private AI (FHE/TEE/ZK) — the enterprise killer app - We're in an LLM bubble, not an AI bubble - Agent-to-agent + micropayments = new economy 00:53 AI and Crypto: The $211B Gap 01:42 Crypto Improving AI & AI Improving Crypto 02:57 UX Transformed With AI 04:36 AI Co-Pilots: Trading Screens Dead? 08:38 How Solana Uses AI 10:23 Smart Contract Engineering with AI: Code & Audits 12:47 Private AI with ZK 1 4:14 Onboarding Consumers with AI UX 16:22 Stablecoins vs Web2 Fintech 17:30 x402 Unlocking Micropayments 31:39 AI Winner: OpenAI, Google, AlphaGo & AlphaZero? 33:07 Is Continual Learning Important In AI Age? 35:03 LLM Bubble vs AI Bubble 36:43 AI Valuations Pricing In Novelty 38:47 Converging Crypto and AI 43:37 OpenAI or Anthropic IPO in 2026? 43:57 First AI x Crypto App at $5B Valuation?
44:23

"I will no longer make an investment that doesn't touch AI." — Sam Lehman Rish (AI Solana) and Sam Lehman (AI Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they discuss the convergence of AI and crypto: - $211B in AI investments - How Solana leverages AI - Private AI (FHE/TEE/ZK) — the enterprise killer app - We're in an LLM bubble, not an AI bubble - Agent-to-agent + micropayments = new economy 00:53 AI and Crypto: The $211B Gap 01:42 Crypto Improving AI & AI Improving Crypto 02:57 UX Transformed With AI 04:36 AI Co-Pilots: Trading Screens Dead? 08:38 How Solana Uses AI 10:23 Smart Contract Engineering with AI: Code & Audits 12:47 Private AI with ZK 1 4:14 Onboarding Consumers with AI UX 16:22 Stablecoins vs Web2 Fintech 17:30 x402 Unlocking Micropayments 31:39 AI Winner: OpenAI, Google, AlphaGo & AlphaZero? 33:07 Is Continual Learning Important In AI Age? 35:03 LLM Bubble vs AI Bubble 36:43 AI Valuations Pricing In Novelty 38:47 Converging Crypto and AI 43:37 OpenAI or Anthropic IPO in 2026? 43:57 First AI x Crypto App at $5B Valuation?

Pantera Capital

17,201 Aufrufe • vor 6 Monaten

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up
54:09

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road

220,592 Aufrufe • vor 6 Monaten

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran Khan & 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 Khan & 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

51,608 Aufrufe • vor 10 Monaten