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Why did Pantera invest into Surf? Our host t0-0mmy interviews Jay Yu 🐟 from Pantera Capital to understand his stance on agentic commerce, crypto x ai, and the future of Surf. Timestamps: 0:00 Intro 1:08 Why did Pantera invest in Surf? 4:16 Consumer vs Infrastructure 5:57 Do products like...

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Surf

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35,662 次观看 • 7 个月前 •via X (Twitter)

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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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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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19,076 次观看 • 1 年前

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154,282 次观看 • 1 年前

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61,155 次观看 • 1 年前

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*
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57,229 次观看 • 2 个月前

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DROPS E10: Hana : Building the Tiktok of crypto Hana is the Founder of Hana Network, a P2P marketplace, complete with casual earning, live social tipping, and on/off ramp - built on the top of Hyperlquid Timestamps 00:00 – Intro 01:37 – Welcome to DROPS 02:14 – Who is Hana? 05:08 – TikTok of Crypto 08:09 – Leaving University for Crypto 11:51 – Crypto Barriers in Japan 16:07 – Starting Hana in Dubai 18:09 – What Are “Why Now” Moments? 20:52 – Why the Privacy Layer Didn’t Work 24:43 – When Vision Meets Real Users 26:30 – What Crypto Users Really Want 28:08 – What is Hana Network? 31:36 – Crypto Made Easy and Fun 33:42 – Financial Tools Disguised as Content 36:11 – Crypto Without Wallet Headaches 37:44 – Crypto That Feels Like a Game 40:40 – Crypto’s Future Is Hyperlocal 43:40 – Why Creators Are Leaving TikTok 45:24 – Building on Hyperliquid - the CEX killer 47:00 – If Hana Network Was a Game Character 49:01 – This Is the Year It Happens

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71,560 次观看 • 1 年前

Full interview with the founder and CEO of Propr Lou sits down with me to discuss Hyperliquid and the future of prop trading Timestamps: 00:00:00 Intro 00:00:16 Meet Louis: from TradFi to crypto 00:01:52 How the crypto market has changed 00:03:49 Why build on Hyperliquid 00:06:52 How propr got started 00:08:40 Scaling a lean team (and the grind) 00:12:24 What a prop firm actually is 00:15:33 Agents, bots, and the future of trading 00:18:32 What Louis is most proud of 00:21:02 Thinking about the token and TGE 00:24:14 Where propr goes in 5 years 00:25:57 Best and worst trades 00:27:50 Life outside crypto + shoutouts
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ryandcrypto

42,534 次观看 • 1 个月前

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
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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

32,268 次观看 • 4 个月前

HyperMeat x jords 🥩 00:28 Meet Jords 01:24 Jords' Crypto Journey 10:25 Finding Purpose Beyond Money 15:04 Sponsor Message (Silhouette, Awaken, .hl names, rip.xyz) 16:31 How Jords Discovered Hyperliquid 22:12 Lessons From Solana 26:06 Expensive Lessons in Crypto 29:16 Why Jords Bought HYPE 33:48 The Hyperliquid Thesis 38:18 Why Hyperliquid's Tokenomics Win 42:08 Why $HYPE Is Better Than $SOL 48:42 The Future of HyperEVM 52:14 NFTs & Collecting Culture 53:06 The Hyperliquid Bear Case 56:27 Too Late to Buy HYPE? 1:00:20 Hyperliquid Season 3 1:05:25 Trading Psychology & Mental Models 1:11:11 Favorite Cut of Meat
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HyperMeat x jords 🥩 00:28 Meet Jords 01:24 Jords' Crypto Journey 10:25 Finding Purpose Beyond Money 15:04 Sponsor Message (Silhouette, Awaken, .hl names, rip.xyz) 16:31 How Jords Discovered Hyperliquid 22:12 Lessons From Solana 26:06 Expensive Lessons in Crypto 29:16 Why Jords Bought HYPE 33:48 The Hyperliquid Thesis 38:18 Why Hyperliquid's Tokenomics Win 42:08 Why $HYPE Is Better Than $SOL 48:42 The Future of HyperEVM 52:14 NFTs & Collecting Culture 53:06 The Hyperliquid Bear Case 56:27 Too Late to Buy HYPE? 1:00:20 Hyperliquid Season 3 1:05:25 Trading Psychology & Mental Models 1:11:11 Favorite Cut of Meat

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12,026 次观看 • 6 天前

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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 次观看 • 7 个月前

My interview with Greg Brockman (Greg Brockman), Cofounder and President of OpenAI. 0:00 Intro 1:06 Scaling Sora 2:18 Are transformer models the future? 4:29 Building with AMD 5:50 Other kinds of compute 7:28 Bottlenecks 9:17 Deciding where to invest 11:38 Decoupling of the internet 16:29 Why ChatGPT is different 17:59 Proactive AI 19:39 Compressing Intelligence 20:48 ChatGPT’s Longest Thought Ever 21:13 Sora 2 29:47 Is my job in danger? 31:51 Building on top of OpenAI 34:11 Humans in the loop 35:36 Fully generated software 39:25 Agentic Commerce Protocol 40:41 What does 2026 look like? 42:43 AGI
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My interview with Greg Brockman (Greg Brockman), Cofounder and President of OpenAI. 0:00 Intro 1:06 Scaling Sora 2:18 Are transformer models the future? 4:29 Building with AMD 5:50 Other kinds of compute 7:28 Bottlenecks 9:17 Deciding where to invest 11:38 Decoupling of the internet 16:29 Why ChatGPT is different 17:59 Proactive AI 19:39 Compressing Intelligence 20:48 ChatGPT’s Longest Thought Ever 21:13 Sora 2 29:47 Is my job in danger? 31:51 Building on top of OpenAI 34:11 Humans in the loop 35:36 Fully generated software 39:25 Agentic Commerce Protocol 40:41 What does 2026 look like? 42:43 AGI

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45,086 次观看 • 9 个月前

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Crypto Is About To Go Parabolic - Here’s Why With avery.apt 🇺🇸, Aptos Timestamps: 0:00 Intro 2:30 Crypto’s Time to Shine 5:15 Aptos Growth in 2024 8:00 Blockchain Scaling for Adoption 10:45 Real-World Blockchain Use Cases 13:30 Stablecoins and Global Payments 16:15 Future of Decentralized Trading 19:00 Why Aptos is Different 21:45 AI and Blockchain Merge 24:30 Government and Crypto Innovation 27:15 The Next Big Crypto Wave 30:00 How Institutions Are Adopting 32:45 Trading and Market Evolution 35:30 The Future of Web3 38:15 RWA and Tokenized Assets 41:00 Private vs Public Blockchains 43:45 AI-Powered Trading and Agents 46:30 AI in Legacy Finance 49:15 Crypto’s Biggest Adoption Hurdles 52:00 The Role of Aptos Token 54:45 What’s Coming in 2025 57:30 Final Thoughts

The Wolf Of All Streets

90,974 次观看 • 1 年前

“Crypto is a technology for trust.” A helpful frame from Sreeram Kannan on why AI needs crypto. As agents become more capable, they’ll need ways to hold money, follow rules, show their work, and prove what happened. Crypto is AI's missing trust layer. Full convo with Robert Hackett below. A few highlights: 00:33 — Sreeram's transition from academia to startup founder 02:20 — On EigenCloud and decentralized applications 05:42 — The AI x crypto convergence 08:15 — The future of sovereign AI agents 10:16 — The role of humans in a world of autonomous agents
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“Crypto is a technology for trust.” A helpful frame from Sreeram Kannan on why AI needs crypto. As agents become more capable, they’ll need ways to hold money, follow rules, show their work, and prove what happened. Crypto is AI's missing trust layer. Full convo with Robert Hackett below. A few highlights: 00:33 — Sreeram's transition from academia to startup founder 02:20 — On EigenCloud and decentralized applications 05:42 — The AI x crypto convergence 08:15 — The future of sovereign AI agents 10:16 — The role of humans in a world of autonomous agents

a16z crypto

49,930 次观看 • 2 个月前

Agentic commerce is coming 🔥 — Emily GlassbergSands, Head of Information at Stripe unpacks how autonomous “buying bots” and MCP are reshaping the very mechanics of online transactions - and how Stripe’s AI models and rails are adapting for tokens, one-time virtual cards, and real-time risk management. 0:00 - Intro, latest Stripe stats 01:45 - Backgroud: The “Head of Information” role at Stripe, and Emily's journey from Harvard to Stripe 08:54 - Why Stripe Built Its Own Foundation Model 13:19 - Cracking the Code: How Stripe Handles Complex Payment Data 16:25 - Foundation Model vs. Traditional ML: What’s Winning, When? 20:09 - Inside Stripe’s Foundation Model: How It Was Built 24:35 - Transparency vs black box AI 28:38 - How to decide when to use AI and when not 34:10 - How Stripe’s AI Drives Revenue for Businesses 41:22 - Real-Time Fraud Detection: Stripe’s Secret Sauce 42:51 - The Future of Shopping: AI Agents & Agentic Commerce 46:20 - How Agentic Commerce Is Changing Stripe 49:36 - Stripe’s Vision for a World of AI-Powered Buyers 55:46 - What Is MCP? Stripe’s Take on Agent-to-Agent Protocols 59:31 - Stripe’s Data on AI Startups Monetizing 3× Faster 1:03:03 - How AI Companies Go Global — From Day One 1:07:48 - The New Rules: Billing & Pricing for AI Startups 1:10:57 - How Stripe Builds AI Literacy Across the Company 1:14:05 - Roadmap: Risk-as-a-Service, Order Intent, and Beyond
1:15:14

Agentic commerce is coming 🔥 — Emily GlassbergSands, Head of Information at Stripe unpacks how autonomous “buying bots” and MCP are reshaping the very mechanics of online transactions - and how Stripe’s AI models and rails are adapting for tokens, one-time virtual cards, and real-time risk management. 0:00 - Intro, latest Stripe stats 01:45 - Backgroud: The “Head of Information” role at Stripe, and Emily's journey from Harvard to Stripe 08:54 - Why Stripe Built Its Own Foundation Model 13:19 - Cracking the Code: How Stripe Handles Complex Payment Data 16:25 - Foundation Model vs. Traditional ML: What’s Winning, When? 20:09 - Inside Stripe’s Foundation Model: How It Was Built 24:35 - Transparency vs black box AI 28:38 - How to decide when to use AI and when not 34:10 - How Stripe’s AI Drives Revenue for Businesses 41:22 - Real-Time Fraud Detection: Stripe’s Secret Sauce 42:51 - The Future of Shopping: AI Agents & Agentic Commerce 46:20 - How Agentic Commerce Is Changing Stripe 49:36 - Stripe’s Vision for a World of AI-Powered Buyers 55:46 - What Is MCP? Stripe’s Take on Agent-to-Agent Protocols 59:31 - Stripe’s Data on AI Startups Monetizing 3× Faster 1:03:03 - How AI Companies Go Global — From Day One 1:07:48 - The New Rules: Billing & Pricing for AI Startups 1:10:57 - How Stripe Builds AI Literacy Across the Company 1:14:05 - Roadmap: Risk-as-a-Service, Order Intent, and Beyond

Matt Turck

17,720 次观看 • 1 年前

LIVE NOW - FinTech Meets Crypto: The Future of Global Payments What if payment chains are the “AWS moment for money”? Simon Taylor, fintech veteran, ex-Barclays crypto lead, and author of FinTech Brainfood joins Bankless to map the convergence of fintech and crypto. From stablecoins serving as the Trojan horse for tokenisation to Tempo's push for a payments chain, Simon explains why finance is on the brink of its biggest infrastructure shift since Visa. -------------- TIMESTAMPS 0:00 Intro 4:28 FinTech Meets Crypto 9:47 The AWS Moment for Money 14:34 Why Payments Are Broken 21:25 Stablecoins in Action 25:59 The Rise of Payments Chains 38:11 Neutrality, Permissionlessness & The Libra Lesson 52:48 Stablecoins, Tokenized Deposits & CBDCs 59:08 The Stablecoin Boom Ahead 1:12:24 Is FinTech Becoming Crypto? 1:15:22 Tokenization Beyond Payments 1:36:25 Agents & AI Commerce 1:40:33 Closing Thoughts
1:42:27

LIVE NOW - FinTech Meets Crypto: The Future of Global Payments What if payment chains are the “AWS moment for money”? Simon Taylor, fintech veteran, ex-Barclays crypto lead, and author of FinTech Brainfood joins Bankless to map the convergence of fintech and crypto. From stablecoins serving as the Trojan horse for tokenisation to Tempo's push for a payments chain, Simon explains why finance is on the brink of its biggest infrastructure shift since Visa. -------------- TIMESTAMPS 0:00 Intro 4:28 FinTech Meets Crypto 9:47 The AWS Moment for Money 14:34 Why Payments Are Broken 21:25 Stablecoins in Action 25:59 The Rise of Payments Chains 38:11 Neutrality, Permissionlessness & The Libra Lesson 52:48 Stablecoins, Tokenized Deposits & CBDCs 59:08 The Stablecoin Boom Ahead 1:12:24 Is FinTech Becoming Crypto? 1:15:22 Tokenization Beyond Payments 1:36:25 Agents & AI Commerce 1:40:33 Closing Thoughts

Bankless

22,811 次观看 • 10 个月前