Matt and Nic are back for another week of news and deals. In this episode: Circle goes public and has an explosive first day The IPO window is open Circle's vision for CPN Pump.fun is launching a token Will pump.fun cannibalize Solana? JPM will let clients use Bitcoin ETFs as collateral Strategy introduces new offerings Magic Eden's strange Trump wallet app announcement Truth Social Bitcoin ETF A K Pop Bitcoin access vehicle Korea's cultural renaissance Singapore's abrupt change in posture...
Jun 06, 2025•28 min•Ep. 632
Wyatt sits down with Isha Varshney from the Celo Foundation to talk stablecoins. Covered in this episode: Payments in Kenya and Sub-Saharan Africa Stablecoin usage and USDT The future of non-stable tokens
Jun 04, 2025•34 min•Ep. 631
Matt and Nic are back with another week of news and deals. In this episode: Warning signs for the Bitcoin access vehicles? Has Bitcoin lost the MoE battle? Is OCP 2.0 over? The Dept of Labor rescinds their anti-crypto 401k guidance Cantor Fitzgerald is launching a bitcoin/gold fund Is it mathematically possible to give Bitcoin upside and gold downside? Content mentioned: Stablecoin.fyi...
May 30, 2025•22 min•Ep. 630
We sit down with Anthony Yim, Artemis cofounder, to talk about the latest report from Artemis, CIV, and Dragonfly, providing brand new estimates of stablecoin payments volume. In this episode: Why we decided to work on the new report How we obtained the estimates Why we decided to put together a bottom-up estimate Stablecoin b2b volumes compared to traditional b2b How do you measure stablecoin transactions? Download the report at stablecoin.fyi...
May 29, 2025•26 min•Ep. 629
Markus Franke and Denney Kwok from Mento Labs join the show. In this episode: Non-USD stablecoins On-chain FX Microlending and financing for emerging markets
May 26, 2025•39 min•Ep. 628
Matt and Nic are back for another week of news and deals. In this episode: Trump's crypto dinner reviewed Bitcoin access vehicles NYT stablecoin coverage Sui is hacked and censors the blockchain Kraken is launching tokenized stocks Circle in acquisition talks The GENIUS Act passes Cloture in the Senate Hong Kong passes stablecoin legislation
May 23, 2025•34 min•Ep. 627
Wyatt sits down with Andrew MacKenzie , founder of Agant, the issuer of GBPA, a pound sterling stablecoin. In this episode: The potential emergence of non-USD stablecoins The prospect of a GBP-backed stablecoin The British crypto regulatory environment How global financial institutions are positioning around stablecoins...
May 21, 2025•31 min•Ep. 626
Matt and Nic are back with another week of news and deals. In this episode: Why is Boston such a good sports city? Price inflation in dinosaur skeletons Cryptopunks IP is sold Machinsky is sentenced Nakamoto Holdings launches Meta wants to add stablecoins to its platforms Exchanges are honeypots for KYC data Coinbase suffers a data breach The GENIUS act is going to a vote next week GENIUS act new provisions More Movement shenanigans Thailand is launching a $150m crypto token Content mentioned in...
May 16, 2025•41 min•Ep. 625
Wyatt sits down with Alex Cutler, founder of Aerodrome for another episode in our stablefi series. In this episode: DEX trading advantages Building on-chain FX DeFi as a backbone
May 14, 2025•39 min•Ep. 624
Wyatt sits down with TN, cofounder of Pendle . Covered in this episode: How Pendle works The evolution from alt yield to stable yield DeFi's future core assets
May 12, 2025•33 min•Ep. 623
Matt and Nic are back with another week of news and deals. In this episode: We have a new Pope The etymology of ampersand The GENIUS act collapses spectacularly Coinbase consummates its acquisition of Deribit Did World Liberty Financial's USD1 torpedo the GENIUS act? Did "pro crypto" democrats snake on the industry Scott Bessent thinks stablecoins could reach $2T The OCC says banks can provide crypto custody and execution Stripe is launching stablecoin financial accounts The SEC explores a sandb...
May 09, 2025•28 min•Ep. 622
Adam Healy, co-founder of Station 70 and Josh Schwartz, co-founder of Fordefi join the show. In this episode we discuss: The collaboration between Station 70 and Fordefi on failover MPC wallets. Announcement here . The state of the wallet category Best practices for blockchain cybersecurity The future of bank custody for digital assets Station 70's Bunker product Station 70 and Fordefi are holding a joint webinar to showcase this product collaboration. You can register here . Learn more about St...
May 08, 2025•35 min•Ep. 621
Wyatt sits down with David Taylor of Etherfuse . In this episode: MXN stablecoins and other currencies Shaping regulatory frameworks Who wins out: innovators vs financial incumbents
May 07, 2025•41 min•Ep. 620
Wyatt sits down with Justin and Hannah of Asymmetry Finance. In this episode, we cover: The evolution of yield in DeFi Primitives users want Crypto risk assessment Learn more about Asymmetry
May 05, 2025•40 min•Ep. 619
Matt and Nic are back with another week of news and deals. In this episode: Will stablecoins disrupt credit cards? The US Treasury Advisory Committee drops a report on stablecoins Mastercard and Visa launch stablecoin integrations Movement labs has more scandals Are quantum timelines accelerating? The real risk of quantum to Bitcoin Could a quantum break fix Bitcoin's security budget? Are any Bitcoin purists left? Circle turns down Ripple's acquisition offer Machinsky is facing a 20-year sentenc...
May 02, 2025•34 min•Ep. 618
Wyatt sits down with Kedian Sun , the founder of Level Money. In this episode: Stablecoin usage in DeFi today Fiat-backed stablecoins vs other "stable" assets Ethereum vs other blockchains for stablecoins
Apr 29, 2025•31 min•Ep. 617
Matt and Nic are back for another week of news and deals. In this episode: Is Bitcoin decoupling? The Fed rescinds anti-crypto letters from 2022 and 2023 Upexi raises $100m PIPE to invest in Solana Cantor, Tether, Softbank and Bitfinex inject $3.6b into 21 Capital, a Bitcoin acquisition vehicle Bitcoin ETFs versus bitcoin acquisition companies Trump is hosting a dinner for $TRUMP holders Charles Schwab wants to launch crypto trading Citi thinks stablecoins could reach $3.7T in supply by 2030...
Apr 25, 2025•27 min•Ep. 616
Matt and Nic are back with another week of news and deals. In this episode: We recap Nic's article on why Signature collapsed Crypto exchange OKX announced their plans to expand to the US Kraken announced that US equities are now supported on the exchange MANTRA, a layer 1 network focused on RWAs, saw the price of its native token crash 90% in a matter of hours Global Payments agreed to acquire Worldpay, a payments processor, for $24 billion from FIS and private equity firm GTCR The US Departmen...
Apr 18, 2025•39 min•Ep. 615
Wyatt sits down with Fred Hsu and Michael Ho of D3 to talk domain markets. In this episode: The existing domain name industry and legacy systems An interoperable marketplace for domains New financial promitives around domains and RWAs More about D3
Apr 16, 2025•32 min•Ep. 614
Yuval Rooz and Eric Saraniecki, co-founders of Digital Asset join the show. In this episode we discuss: The origins of Digital Asset and the path to starting the firm. Views on privacy in the context of public blockchains. How enterprises and financial institutions are approaching tokenizing assets and leveraging blockchain technology. Examples of how on-chain privacy enables use cases in collateral management and stablecoin payments. The role of the Canton Network public blockchain for enabling...
Apr 15, 2025•43 min•Ep. 613
Matt and Nic are back with another week of news and deals. In this episode: Is dedollarization happening? The SEC's Division of Corporate Finance released a " Statement on Stablecoins " The US Justice Department has disbanded its National Cryptocurrency Enforcement team The SEC releases new guidance on securities offerings in crypto markets FDIC Chair relaxes rules on crypto activities at banks Paul Atkins is confirmed The SEC has approved options trading for spot ETH ETFs Tether is exploring a ...
Apr 11, 2025•35 min•Ep. 612
Wyatt Lonergan and Juan Lopez of Vaneck Ventures join the show to talk stablecoins and institutionalization. In this episode, we cover: The landscape of stablecoin growth and activity A world with many stablecoins vs few stablecoins Winning/losing companies in the new stablecoin era Impact on the longer tail of altcoins...
Apr 09, 2025•37 min•Ep. 611
Hoolie Tejwani , the head of Coinbase Ventures joins the show. In this episode we discuss: The history and rationale behind the launch of Coinbase Ventures. The evolution of the crypto venture category. Areas of focus for Coinbase Ventures. Stablecoins, Crypto/AI and consumer startup category. The regulatory landscape in the United States. Operation Chokepoint 2.0 and the impact on startups. The rise of the Coinbase Mafia. To learn more visit coinbase.com/ventures...
Apr 07, 2025•29 min•Ep. 610
Matt and Nic are back for another week of news and deals. In this episode: What's the deal with the tariffs? Are the tariffs 4D chess? STABLE Act advances from committee Galaxy settles with the NYAG for touting Luna Trump pardons the BitMEX founders Coinlist returns to the US FDUSD has a depeg amidst Justin Sun drama Fidelity launches a no-fee crypto IRA product Larry Fink is bullish bitcoin Content mentioned: AI 2027, by Daniel Kokotajlo, Scott Alexander, Thomas Larsen, Eli Lifland, Romeo Dean...
Apr 04, 2025•36 min•Ep. 609
Alexei Zamyatin , the cofounder of Build on Bitcoin (BOB), joins the show to talk about the state of the art in Bitcoin Rollups. In this episode: Can Bitcoin achieve parity with Ethereum rollups? How BitVM and BitVMv2 changed the game for Bitcoin rollups When will Bitcoin rollups be considered "Stage 1" Ethereum's existential crisis Bitcoin fees in a rollup world The risk of L2s cannibalizing Bitcoin Will Bitcoin DeFi look different from Ethereum DeFi? Why Bitcoin deserves Rollups What soft fork...
Apr 02, 2025•53 min•Ep. 608
Matt and Nic return for another week of news and deals. In this episode: We reflect on our podcast with Paolo Ardoino The EU's MiCA rules make launching a stablecoin virtually impossible We explain the Ghiblification crazy OCC removes Reputation risk from bank supervision World Liberty Fi launches a stablecoin Hyperliquid suffers an exploit - are they decentralized? Fidelity is exploring the launch of a stablecoin ICE is looking to use USDC Coinbase is reportedly looking to acquire Deribit US Tr...
Mar 28, 2025•32 min•Ep. 607
Paolo Ardoino , the CEO of Tether, rejoins the show for a timely discussion. In this episode: How is Paolo feeling about political trends in the US today? Tether is the 7th-largest buyer of USTs at the sovereign level Paolo's decision to spend more time in the US What does Paolo make of the stablecoin bills in Congress? Does Tether want to eventually come onshore to the US? Tether is pursuing a Big 4 Audit The effect of Operation Choke Point 2.0 on Tether Tether is moving their HQ to El Salvador...
Mar 26, 2025•41 min•Ep. 606
Brian Foster, the Global Head of Wholesale at Coinbase joins the show for his second appearance. In this episode we discuss: A catch-up on the Wholesale business at Coinbase and the types of customers that are active in this market How banks and broker-dealers are accelerating their efforts post-election Perspectives on build vs. buy vs. partner decisions that are happening at banks after the repeal of SEC Staff Accounting Bulletin 121 Views on how banks will approach M&A Coinbase's role in ...
Mar 24, 2025•38 min•Ep. 605
Nic and Matt are back for another week of news and deals. In this episode: Trump speaks at DAS Is anyone in Washington talking about abolishing capital gains tax for crypto? Trump denounces OCP2.0 TON raises a huge round Remember IOTA? We reminisce about Slock it and the DAO What happened to Ethereum Classic? Can you redeem PAXG for physical gold? Kraken acquires NinjaTrader for $1.5b The SEC says PoW mining is not a security Tim Scott's debanking FIRM act advances from the Senate Banking Commit...
Mar 21, 2025•40 min•Ep. 604
Matt and Nic are back for another week of news and deals. In this episode: The Strategic Bitcoin Reserve exists Will the government buy additional Bitcoin? What does "cost neutral" mean? What's the deal with our cheese reserve Have Bitcoiners lost their libertarian origins? The OCC reverses their anti-crypto guidance Sentiment in crypto is at all time lows Is CZ seeking a pardon deal in exchange for a sale of Binance equity? Senate Banking votes to advance the Hagerty Stablecoin bill The banks a...
Mar 14, 2025•32 min•Ep. 603
