WisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)
Maredith Hannon breaks down why WisdomTree built its own end-to-end tokenization platform rather than relying on partners, and explains why she believes regulatory clarity from the GENIUS and CLARITY ...
22 Heinä 0s
Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)
Salman Banaei breaks down the state of play in DC on the CLARITY Act, from the ethics fight holding up Democratic support to the DeFi and conflicts-of-interest provisions still being negotiated, and p...
21 Heinä 0s
Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)
Andre Cronje breaks down why he believes decentralization is dead as a design goal, and unpacks how Flying Tulip is rebuilding DeFi composability. He also explains the security-versus-UX tradeoffs beh...
18 Heinä 57min
Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)
Alex Shevchenko breaks down Confidential Intents, NEAR's new privacy layer that brings bank-level confidentiality to every DeFi primitive, and explains why a dollar that becomes payroll onchain tends ...
15 Heinä 52min
Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)
Hanson Birringer breaks down why Hyperliquid is the purest way to express the bull case on perps, tokenization, and stablecoins all at once, and unpacks the mechanics behind the Grayscale ETF and Hype...
14 Heinä 30min
Joseph Chalom: Ethereum Is Going On Offense (Full Thesis)
Joseph Chalom makes the case that Ethereum has the license to win and is finally going on offense to prove it, backed by ETH Labs, Ethereum Institutional, and dominant market share across stablecoins,...
11 Heinä 29min
Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)
Lincoln Murr breaks down why Coinbase is building toward a post-AGI economy where autonomous agents hold their own financial accounts and transact using digital assets rails. He also unpacks the geopo...
10 Heinä 24min
Curve Founder: The Next Massive Expansion Is Coming (New Thesis)
Michael Egorov breaks down why FX markets are slowly but inevitably moving onchain, driven by real demand from crypto-native fintechs rather than a big institutional push. He also explains how Curve i...
9 Heinä 32min
