Weekly Roundup 06/13/25 (Stripe buys Privy, Stablecoin FUD, Rogue Traders) (EP.633)

Matt and Nic are back for another week of news and deals. In this episode: 

  • Stripe acquires wallet infrastructure company Privy for an undisclosed sum
  • Fireblocks’ stablecoin data
  • Stablecoin FUD
  • Were mnemonic phrases a local maxima?
  • Bullish and Gemini have filed preliminary paperwork for IPOs
  • Soc Gen is launching a USD stablecoin
  • We look at some infamous rogue traders
  • Gamestop’s bitcoin strategy is a flop
  • DTCC is looking at issuing a stablecoin

Check out this episode!

Weekly Roundup 06/06/25 (Circle IPO, Singapore rules, Trump wallet?) (EP.632)

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

Check out this episode!

Isha Varshney (Celo) on Stablecoin Adoption Across Markets (EP.631)

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

Check out this episode!

Weekly Roundup 05/30/25 (Bitcoin Access Vehicles, GME buys BTC, Pangea Fund) (EP.630)

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: 

Check out this episode!

Anthony Yim (Artemis) on Stablecoin Payments from the Ground Up (EP.629)

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

Check out this episode!

Markus Franke and Denney Kwok (Mento Labs) on Stablecoins for FX (EP.628)

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

Check out this episode!

Weekly Roundup 05/23/25 (Genius Cloture, Sui hack, $Trump dinner) (EP.627)

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

Check out this episode!

Andrew MacKenzie (Agant) on British Pound Stablecoins (EP.626)

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

Check out this episode!

Weekly Roundup 05/16/25 (GENIUS is back, Coinbase data breach, Big Tech stables) (EP.625)

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 this episode:

  • Tuongvy Le and Austin Campbell published a paper, “Crypto and The Evolution of Capital Markets“, which dissects the current market structure for securities trading and settlement and discusses how blockchain networks can improve this architecture.

Check out this episode!

Alex Cutler (Aerodrome) on DeFi’s Next Steps (EP.624)

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

Check out this episode!

TN (Pendle) on Stable Yield (EP.623)

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

Check out this episode!

Weekly Roundup 05/09/25 (GENIUS stalls, Coinbase buys Deribit, Bessent on stables) (EP.622)

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 sandbox for tokenized securities
  • Tariff the L2s

Check out this episode!

Adam Healy (Station 70) and Josh Schwartz (Fordefi) on failover MPC wallets (EP.621)

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 Station 70

Learn more about Fordefi

Check out this episode!

David Taylor (Etherfuse) on Non-USD Stablecoins (EP.620)

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

Check out this episode!

Justin and Hannah (Asymmetry Finance) on Stablecoins, Yield, & Risk in DeFi (EP.619)

Wyatt sits down with Justin Garland and Hannah JoJo of Asymmetry Finance. In this episode, we cover: 

  • The evolution of yield in DeFi
  • Primitives users want
  • Crypto risk assessment

Learn more about Asymmetry

Check out this episode!

Weekly Roundup 05/02/25 (OP_RETURN wars, Mastercard and Visa push stables, quantum revisited) (EP.618)

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 sentence
  • Arizona passes an SBR bill 
  • Cambridge releases a new report on bitcoin mining
  • Bitcoiners are fighting about OP_RETURN again 
  • What is Bittensor 

Content mentioned:

Check out this episode!

Kedian Sun (Level Money) on Stablecoin Expansion in DeFi (EP.617)

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

Check out this episode!

Weekly Roundup 04/25/25 (Decoupling, Fed Rescinds guidance, 21 Capital) (EP.616)

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

 

Check out this episode!

Weekly Roundup 04/18/25 (Signature Postmortem, Mantra collapse, Powell on stablecoins) (EP.615)

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 Department of Homeland Security has launched a probe into Anchorage, the digital asset custodian, related to the company’s AML polices
  • Jerome Powell reiterates his support for stablecoin legislation
  • Strategy (and others) buy more Bitcoin

Content mentioned in this episode:

Check out this episode!

Fred Hsu and Michael Ho (D3) on Creating Efficient Domain Name Markets (EP.614)

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

Check out this episode!