How do stablecoin-first blockchains win distribution? Does TVL actually map to value? And why speculation may become the default language of online culture.
In this 3-part episode, we explore three different important stories.
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Segment 1: CoinFund’s Seth Ginns explains how newly launched stablecoin chain Plasma aims to compete, plus why the “stablecoin race” with Circle and Stripe is just beginning.
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Segment 2: Solana Foundation president Lily Liu lays out why revenue—not TVL—should be crypto’s north-star metric, whether TVL can be easily gamed, and what a better DeFi metric stack looks like.
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Segment 3: Figment Capital’s James Parillo makes the case for Pump.fun and “AudienceFi”: how creator coins can financialize streaming, whether token collapses are a feature, and why both perps and memecoins rhyme with gambling.
Thank you to our sponsors!
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James Parillo, General Partner at Figment Capital
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Lily Liu, President of Solana Foundation
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Seth Ginns, Managing Partner and Head of Liquid Investments at CoinFund
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