Stablecoin Gold Rush: A $200 Trillion Opportunity | Rob Hadick
Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution. In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up. From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain 🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex ------TIMESTAMPS0:00 Intro5:08 Why Stablecoins?6:50 The Stablecoin Train20:26 Stablecoin Network Effects22:55 Stablecoin Payments: Who Actually Wins?26:51 Orchestration Layers41:53 Stablecoin Blockchains52:53 Stablecoin Singularity56:03 Traditional Banks59:38 Non-USD Stablecoins1:02:05 How Many Stablecoins?1:05:03 Circle IPO1:09:32 Closing & Disclaimers------RESOURCESRob Hadickhttps://x.com/hadickmStablecoin Payments: Who Actually Wins?https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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1:05:06
ROLLUP: Trump Tariff Whiplash | China Trade War | Inflation Jitters | Paul Atkins New SEC Chair | MegaETH Testnet
This week, Haseeb Qureshi joins us to break down Trump’s explosive new tariffs that rocked global markets and triggered a full-blown trade war with China. Stocks whipsawed, recession odds spiked, and the world scrambled to the negotiation table — except China. Was it 3D chess or policy chaos? Plus, we explore the ripple effects on crypto markets, investor sentiment, and what this all means for the future of U.S. economic leadership. It's a jam-packed Weekly Rollup you don't want to miss.Follow Haseeb on X:https://x.com/hosseeb ------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex------TIMESTAMPS & RESOURCES0:00 Intro0:44 What has happened since Liberation Day?https://x.com/tier10k/status/1910020421870637132https://x.com/Birdyword/status/1910364014825070652https://polymarket.com/event/us-recession-in-202531:17 Inflation https://x.com/intocryptoverse/status/191031105822222758641:49 Paul Atkins confirmed as the new SEC chairhttps://x.com/Cointelegraph/status/191011796723030061345:43 ETH/BTC Ratio & Crypto VC Funding https://x.com/pet3rpan_/status/191034567328895805258:36 MegaETH released its testnethttps://x.com/megaeth_labs/status/1903099481874153880https://x.com/0xBreadguy/status/19096197444557417091:03:05 Closing & Disclosures ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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1:04:09
AI ROLLUP: 26 Months Until AGI | Meta's New Top Model Cheated? | $20 Billion To AI Apps
Welcome to the AI Rollup, your weekly ride through the fast-paced world of artificial intelligence! This week, we’re joined by frontier tech enthusiast Josh Kale to unpack the drama around Meta’s controversial launch of Llama 4, scrutinized for potentially overstating its capabilities. We dive into “AI 2027,” a provocative roadmap predicting espionage, geopolitical turmoil, and runaway intelligence, and explore Shopify’s bold move making AI usage mandatory for employees. Plus, we cover Claude Education’s groundbreaking efforts to boost student performance with tailored AI tutors and a16z’s massive $20 billion AI startup fund aiming to shape the industry’s next era.------🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex------TIMESTAMPS & RESOURCES00:00:00 AI Generated Tarriff’s00:03:58 Meta’s Huge New LLAMA 4 Announcementhttps://x.com/ahmad_al_dahle/status/1908595680828154198?s=46https://x.com/alexocheema/status/1908651942777397737?s=4600:11:54 Did Meta Cheat?https://x.com/Yuchenj_UW/status/1909061004207816960https://x.com/andrewallenxo/status/1909143884321481157https://x.com/ahmad_al_dahle/status/1909302532306092107?s=46https://www.lesswrong.com/posts/4mvphwx5pdsZLMmpY/recent-ai-model-progress-feels-mostly-like-bullshit00:20:45 AGI Is Coming in 2027https://ai-2027.com/https://situational-awareness.ai/00:28:02 What Happens After AGIhttps://ai-2027.com/https://situational-awareness.ai/00:39:58 Shopify And The Employment Crisishttps://x.com/tobi/status/190925194623543751400:48:34 The Future Of Educationhttps://www.anthropic.com/news/introducing-claude-for-educationhttps://x.com/jowettbrendan/status/1907695965726978184https://x.com/cryptopunk7213/status/1907969387958513727https://x.com/itsPaulAi/status/1907122207136137368https://www.foxnews.com/media/texas-private-schools-use-ai-tutor-rockets-student-test-scores-top-2-country00:59:55 How Much Does AI Know About You01:04:58 A16Z’s $30B Fundhttps://x.com/tkexpress11/status/1909626333711548526https://www.reuters.com/business/finance/andreessen-horowitz-seeks-raise-20-billion-megafund-amid-global-interest-us-ai-2025-04-08/------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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1:12:59
Etherealize: Ethereum is Open for Business | Danny Ryan & Vivek Raman
We’ve got the team behind Etherealize on the show today—Vivek Raman and Danny Ryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum.We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&D and policy—to drive institutional adoption.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain 🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex ------TIMESTAMPS00:00:00 Intro00:07:12 Etherealize & Its Mission00:15:29 Clients & Finances00:20:17 Relation Between Ethereum Foundation & Etherealize00:21:31 Etherealize's Funding00:22:43 Etherealize's Competitions00:26:02 Challenges & Roadblocks00:28:15 What Success Looks Like for Etherealize00:29:56 Etherealize's Co-Founders00:31:10 Ethereum’s Upcoming Era00:40:20 What Makes Ethereum Special00:46:00 Political Effect on Ethereum00:51:33 Community Support00:54:51 Layer 1 & Etherealize00:58:36 Hypothetical Scenarios with Ethereum01:01:50 What’s Next for Etherealize01:04:47 Some Unturned Stones01:07:32 Closing & Disclosures------RESOURCESEtherealizehttps://www.etherealize.comVivek Ramanhttps://x.com/VivekVenturesDanny Ryanhttps://x.com/dannyryan------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
This week, Alex Thorn joins us to unpack Trump's shocking tariff announcement that sent markets plunging and investors scrambling. Circle files for its IPO, revealing surprising financials, while the FDIC gives banks the crypto green light. CoreWeave debuts with a blockbuster IPO, and Eric Trump dives deeper into Bitcoin mining. We cover all this chaos and more in this week’s Weekly Rollup. Follow Alex on X & check out his Galaxy Brains podcast: https://x.com/intangiblecoinshttps://www.galaxy.com/insights/podcasts/galaxy-brains/ ------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex------TIMESTAMPS & RESOURCES0:00 Intro0:29 Trump’s Reciprocal Tariffshttps://x.com/kobeissiletter/status/1907556839686054240https://x.com/WhiteHouse/status/1907533090559324204 https://x.com/CalltoActivism/status/1907549193650188469 https://x.com/notlouisck/status/1907657906117554278https://x.com/JamesSurowiecki/status/1907559189234196942https://x.com/KushDesai47/status/1907618136444067901https://x.com/TrustlessState/status/190776935962106701736:53 Circle Files for IPO https://x.com/Cointelegraph/status/1907172102353924269https://x.com/g_djuric/status/1907200843289370910https://x.com/Nick_van_Eck/status/1907181670504993026https://x.com/TheOneandOmsy/status/1907229821043626100https://polymarket.com/event/circle-ipo-in-2025?tid=174343544383454:32 Eric Trump & Bitcoin Mining https://x.com/EricBalchunas/status/1906689372142915712 https://x.com/FDICgov/status/190566242778346711158:07 CoreWeave IPOhttps://www.galaxy.com/transactions/coreweave-growth-financing1:04:47 Closing & Disclaimers ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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