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𝗦𝘁𝗮𝗯𝗹𝗲𝗰𝗼𝗶𝗻𝘀, 𝗣𝗼𝘄𝗲𝗿, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗠𝗼𝗻𝗲𝘆 From Tether becoming the most profitable “bank” in history to Arthur's prediction of $10 trillion flowing into stablecoins over the next few years, Arthur breaks down why politicians are backing stablecoins, what it means for banks and sovereignty, and where he sees... crypto innovation heading next Guy sat down with Arthur Hayes in Seoul to discuss the stablecoin landscape, advice for builders, and what's worth building in crypto today 00:00 Introduction 00:45 The Stablecoin Essay & $10T Prediction 03:12 Banks, Sovereignty & Destabilizing Impacts 06:07 Building in Stablecoins: Distribution Matters 10:13 Investment: Tether vs Ethereum 11:11 Perpetuals on Equities 12:44 Decentralized Social Media & What to Build G | Ethena Arthur Hayesshow more

Ethena Ecosystem

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39,325 views • 9 months ago •via X (Twitter)

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129,504 views • 1 year ago

LIVE NOW: Ethena - A Crypto-Native Digital Dollar w/ Arthur Hayes & leptokurtic Today on the show, Guy Young, founder of Ethena, and Arthur Hayes, inceptor of the Ethena idea, walk us through the Ethena Protocol and the USDe Synthetic Dollar Because doesn't use dollars in a bank, USDe is an entirely crypto-native product. It uses crypto collateral, crypto’s centralized exchanges, and perp venues. This is an entirely new design construction of a stablecoin, but is it a better approach? That’s exactly what this episode seeks to answer. Timestamps: 0:00 Intro 5:28 Ethena’s Success 6:45 Defining Synthesized Dollar 17:38 What’s Different about USDe 21:36 USDe and the Stablecoin Trilemma 27:15 The Ethena Engine 35:45 Ethena’s Impact on Funding Markets 48:22 USDe Demand Side 57:34 Ethena’s Roadmap 1:02:51 Economical Consequences 1:13:11 Closing & Disclaimers

LIVE NOW: Ethena - A Crypto-Native Digital Dollar w/ Arthur Hayes & leptokurtic Today on the show, Guy Young, founder of Ethena, and Arthur Hayes, inceptor of the Ethena idea, walk us through the Ethena Protocol and the USDe Synthetic Dollar Because doesn't use dollars in a bank, USDe is an entirely crypto-native product. It uses crypto collateral, crypto’s centralized exchanges, and perp venues. This is an entirely new design construction of a stablecoin, but is it a better approach? That’s exactly what this episode seeks to answer. Timestamps: 0:00 Intro 5:28 Ethena’s Success 6:45 Defining Synthesized Dollar 17:38 What’s Different about USDe 21:36 USDe and the Stablecoin Trilemma 27:15 The Ethena Engine 35:45 Ethena’s Impact on Funding Markets 48:22 USDe Demand Side 57:34 Ethena’s Roadmap 1:02:51 Economical Consequences 1:13:11 Closing & Disclaimers

Bankless

134,143 views • 2 years ago

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers

Bankless

178,311 views • 9 months ago

A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future

A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future

Raoul Pal

154,282 views • 1 year ago

SINGAPORE SPECIAL: I sat down with Luca Prosperi of M0 to better understand the Trillion Dollar Stablecoin Opportunity. Luca Prosperi is founder and CEO of M0, the universal stablecoin platform, backed by over $100M and now powering the MetaMask 🦊 stablecoin mUSD. In this episode we discuss: - How MetaMask Built Their Own Dollar (Without Banking Rails) - Why Apps Need to Control Their Own Stablecoins - The Stablecoin Fragmentation Problem - From $300B to Trillions: Where Stablecoins Are Heading Full episode links below. Timestamps: 00:00 Intro 00:53 Luca's Resolve 06:17 Founding M0 & Raising Without a Pitch Deck 09:51 The Illusion of Dollar Fungibility 11:14 Enso Ad, Relay Ad 11:50 Stablecoin Proliferation Strategy 14:09 Upstream vs Downstream Money Infrastructure 16:55 The Stablecoin Fragmentation Problem 19:00 How MetaMask USD Works 21:28 MetaMask's Partnership with Bridge 26:00 Talus Ad, Alvara Ad, Hibachi Ad 26:29 Will Consumers Notice Blockchain Money? 28:37 Second-Order Effects of Trillions in Stablecoins 30:34 The Next Major M0 Launch 32:28 HyperLiquid's Stablecoin War 34:19 Frictionless Issuance 34:42 Closing Thoughts

SINGAPORE SPECIAL: I sat down with Luca Prosperi of M0 to better understand the Trillion Dollar Stablecoin Opportunity. Luca Prosperi is founder and CEO of M0, the universal stablecoin platform, backed by over $100M and now powering the MetaMask 🦊 stablecoin mUSD. In this episode we discuss: - How MetaMask Built Their Own Dollar (Without Banking Rails) - Why Apps Need to Control Their Own Stablecoins - The Stablecoin Fragmentation Problem - From $300B to Trillions: Where Stablecoins Are Heading Full episode links below. Timestamps: 00:00 Intro 00:53 Luca's Resolve 06:17 Founding M0 & Raising Without a Pitch Deck 09:51 The Illusion of Dollar Fungibility 11:14 Enso Ad, Relay Ad 11:50 Stablecoin Proliferation Strategy 14:09 Upstream vs Downstream Money Infrastructure 16:55 The Stablecoin Fragmentation Problem 19:00 How MetaMask USD Works 21:28 MetaMask's Partnership with Bridge 26:00 Talus Ad, Alvara Ad, Hibachi Ad 26:29 Will Consumers Notice Blockchain Money? 28:37 Second-Order Effects of Trillions in Stablecoins 30:34 The Next Major M0 Launch 32:28 HyperLiquid's Stablecoin War 34:19 Frictionless Issuance 34:42 Closing Thoughts

Robbie Klages

17,970 views • 8 months ago