Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto
With 130% dispersion between the best and worst of the top 20 assets over 30 days, Matt Hougan calls that the healthiest signal digital assets has produced in a decade, because it means fundamentals f...
6 Okt 35min
Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected)
Three years ago nobody at Swift was thinking about carrying a token across the network and now the ledger is live and banks are settling cross-border payments with their own deposit tokens. Tom Zschac...
5 Okt 13min
Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle)
Sergey Nazarov says that critical mass is very close now, and when it tips, the amount of tokenized equity in existence skyrockets. He explains Chainlink's role as the interface banks use to access th...
2 Okt 25min
Rob Krugman: This Is The Biggest Unlock In Finance Yet (2027)
Broadridge is already settling $380 billion a day in repo onchain, and Rob Krugman expects that to clear a trillion by year end. He explains what actually changes when overnight loans become intraday,...
1 Okt 18min
Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World)
Robinhood CEO Vlad Tenev joins Andy live from the HOOD Summit in Houston, Texas for a quick conversation about tokenization and Robinhood Chain.He told us to look at the Robinhood app and imagine onch...
30 Sep 5min
Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words)
Joseph Chalom says Larry Fink's line that Ethereum is the toll road to tokenization is exactly the right way to think about the asset, and he lays out why the market's bearish turn on ETH has it backw...
29 Sep 31min
Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)
Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin entirely. The EIP-1559 co-a...
28 Sep 40min
Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)
Nathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly fixing that. The Anchorage Digi...
27 Sep 23min
